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.

U.K. CBI Distributive Trades Survey

UK Datanote: U.K. RICS Residential Market Survey, January 2024

  • In one line: Further evidence to support our view of a material recovery in house prices this year. 

Gabriella DickensU.K.

UK Datanote: U.K. S&P Global/CIPS Services Survey, January 2024

  • In one line: Strengthening recovery will allow the MPC to take its time. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Construction Survey, January 2024

  • In one line: Optimism improving as lower borrowing costs start to underpin demand.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Force Survey re-weighting

  • In one line: Downward revision to unemployment rate increases pressure on the MPC to wait. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, January 2024

  • In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.  

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. CBI Industrial Trends Survey, December

  • In one line: Manufacturing output likely has further to fall. 

Gabriella DickensU.K.

UK Datanote: U.K. GfK Consumer's Confidence Survey, December

  • In one line: Recovery should gather momentum next year. 

Gabriella DickensU.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.

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

In one line: Recession fears should be quelled by November’s PMI. 

Gabriella DickensU.K.

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

  • In one line: Manufacturing output is being hit by retailers running down their inventories.

Gabriella DickensU.K.

UK Datanote: U.K. GfK Consumer's Confidence Survey, November

  • In one line: A rebound in real incomes will drive a recovery in confidence.

Gabriella DickensU.K.

UK Datanote: U.K. CBI Industrial Trends Survey, November

  • In one line: The Q3 recovery in manufacturing output looks set to reverse. 

Gabriella DickensU.K.

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

  • In one line: Casts doubt on the increases in the Nationwide and Halifax measures of house prices. 

Gabriella DickensU.K.

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

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

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Labour and raw material costs are starting to fall, as demand undershoots supply.

Samuel Tombs (UK Economist)U.K.

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

In one line: Still pointing to a mild recession, but the survey is probably too downbeat. 

Samuel Tombs (UK Economist)U.K.

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

  • In one line: The destocking process which is weighing on manufacturing output has further to run.

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