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 2023

UK Datanote: U.K. International Trade, December 2023

  • In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, December 2023

  • In one line: GDP will return to a rising path in 2024; the MPC needn’t panic.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Households won’t stay this cautious for long.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Falling interest payments create scope for tax cuts which the gilt market can tolerate.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Retail Sales, December 2023

In one line: It’s always darkest before the dawn.

Gabriella DickensU.K.

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

  • In one line: Slowing trend in the all-items index maintained, despite December’s rebound.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Market Data, November/December 2023

  • In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, November 2023

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, November 2023

  • In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Still supporting the case for rate cuts, but wage growth likely will remain stronger than it implies.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Downturn in manufacturing output has further to run. 

Gabriella DickensU.K.

UK Datanote: U.K. National Accounts, Q3 2023

  • In one line: The trend in GDP was flat in 2023; expect a material improvement in 2024.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: The consolidation is progressing well enough for modest tax cuts in the Budget.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Flash PMIs, December 2023

  • In one line: Further recovery should ease recession fears.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, October 2023

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, October 2023

  • In one line: A broad-based drop, but expect a recovery in the final two months of 2023.

Samuel Tombs (UK Economist)U.K.

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

  • In one line:  The trend in wage growth is weakening, but not as dramatically as October’s data imply.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Consistent with unemployment rising more quickly than the MPC expects.

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