UK Publications
Below is a list of our UK 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. H1 Outlook 2023
- In one line: Report on Jobs survey says it’s time to cut rates.
Rob Wood (Chief UK Economist)UK
- In one line: Still a minor technical recession last year, but the economy is already rebounding.
Rob Wood (Chief UK Economist)UK
- In one line: Strong imports worsen the trade deficit.
Rob Wood (Chief UK Economist)UK
- In one line: GDp on track for strong rebound in Q1, beating MPC forecasts.
Rob Wood (Chief UK Economist)UK
- In one line: Downside wage growth surprise will raise MPC confidence that inflation pressures are fading.
Rob Wood (Chief UK Economist)UK
- In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.
UK
- In one line: GDP will return to a rising path in 2024; the MPC needn’t panic.
Samuel TombsUK
- In one line: Households won’t stay this cautious for long.
Samuel TombsUK
- In one line: Falling interest payments create scope for tax cuts which the gilt market can tolerate.
Samuel TombsUK
In one line: It’s always darkest before the dawn.
UK
- In one line: Consistent with a recovery in 2024.
UK
- In one line: Slowing trend in the all-items index maintained, despite December’s rebound.
Samuel TombsUK
- In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.
Samuel TombsUK
- In one line: Narrowing trend to re-emerge during the rest of Q4.
UK
- In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.
Samuel TombsUK
- In one line: Still supporting the case for rate cuts, but wage growth likely will remain stronger than it implies.
Samuel TombsUK
- In one line: Downturn in manufacturing output has further to run.
UK
- In one line: The trend in GDP was flat in 2023; expect a material improvement in 2024.
Samuel TombsUK
- In one line: The consolidation is progressing well enough for modest tax cuts in the Budget.
Samuel TombsUK
- In one line: Sharp decline in inflation not merely due to some of its noisy components.
Samuel TombsUK
