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

23 Nov 2021 MPC Members are Keeping their Options Open, No Matter the Data

  • MPC members Bailey and Pill are sitting on the fence, despite last week's upside data surprises.
  • In a weekend paper interview, the Governor highlighted the public sector's role in driving the recovery.
  • We put the odds of a December rate hike at 60%, well below the 80-to-90% range priced by markets.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Official House Price Index, September 2021

  • In one line: Boosted by the SDLT changes; higher mortgage rates cast a shadow over the 2022 outlook.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Market Data, September/October 2021

  • In one line: Payroll data suggest unemployment hasn’t risen post-furlough.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, September 2021

  • In one line: Brexit still preventing manufacturers from capitalising on strong global goods demand.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, September 2021

  • In one line: Households still saving more than usual; low confidence suggests caution will continue.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Retail Sales, September 2021

  • In one line: High street retailers hurt by fuel shortages. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Public Finances, September 2021

  • In one line: Borrowing still undershooting the March Budget forecast, but high inflation will end the run of good news soon.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. RICS Residential Market Survey, September 2021

  • In one line: Prices still rising, despite the end of the SDLT holiday.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Market Data, August/September 2021

  • In one line: Not strong enough for the MPC to hike rates in November, before it has assessed the post-furlough landscape. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Markit/CIPS Services Survey, September 2021

  • In one line: Recovery failed to gather momentum in September, despite upward revision. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Car Registrations, September 2021

  • In one line: Supply chain issues held back the seasonal surge.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Markit/CIPS Manufacturing Survey, September 2021

  • In one line: Supply constraints worsen, but demand growth also has weakened.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Nationwide House Prices, September 2021

  • In one line: The start of a period of relatively restrained growth in house prices.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. CBI Distributive Trades Survey, September 2021

  • In one line: Growth in households’ spending is too sluggish to warrant a swift rate hike.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. MPC Decision & Minutes, September 2021

  • In one line: In a holding pattern until the impact of the end of furlough is known.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Flash PMIs, September 2021

  • In one line: Growth too sluggish for interest rates to rise in Q1.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. CBI Industrial Trends Survey, September 2021

  • In one line: Overstating the pace of the recovery in production. 

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