Pantheon Macroeconomics

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U.K. Publications

Below is a list of our U.K. Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

September

UK Datanote: U.K. Labour Market Data, September/October 2023

  • In one line: Much slower wage growth is increasing the chances of a rate cut in H1 2024.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. GDP, September 2023

  • In one line: The fall in households’ spending will be reversed in Q4.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, September 2023

  • In one line: Mortgage lending remains weak. 

Gabriella DickensU.K.

UK Datanote: U.K. Public Finances, September 2023

  • In one line: Still undershooting the OBR’s forecast, but don’t expect significant pre-election tax cuts.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Consumer Prices, September 2023

  • In one line: The pick-up in month-to-month growth in prices won’t be sustained.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Market Data, August/September 2023

  • In one line: Wage growth is slowing quickly enough for the MPC to keep Bank Rate at 5.25% next month.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. RICS Residential Market Survey, September 2023

  • In one line: Further house price falls likely, as mismatch between demand and supply continues.

Gabriella DickensU.K.

UK Datanote: U.K. Report on Jobs Survey, September 2023

  • In one line: Still pointing to a sharp slowdown in wage growth next year.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. BRC Retail Sales Monitor, September 2023

  • In one line: Warmer weather likely put off consumers from purchasing autumn clothing. 

Gabriella DickensU.K.

UK Datanote: U.K. S&P Global/CIPS Construction Survey, September 2023

  • In one line: Demand hit by higher borrowing costs, but most builders remain positive about the outlook.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Car Registrations, September 2023

  • In one line: Car sales should start to recover in the first half of next year. 

Gabriella DickensU.K.

UK Datanote: U.K. S&P Global/CIPS Services Survey, September 2023

In one line: More plausible now, following the large upward revision.  

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, September 2023

  • In one line: Continued weakness casts doubt over the recent upturn in the official measure of output.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. MPC Decision & Minutes, September

  • In one line: The case for hiking won’t be any stronger in November, so the MPC probably is done.

Samuel Tombs (UK Economist)U.K.

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Keywords for: U.K. Documents

U.K. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence