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. Money & Credit

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, November 2022

  • In one line: The manufacturing sector likely is in recession.

Gabriella DickensU.K.

UK Datanote: U.K. Money & Credit, October 2022

  • In one line: Still no sign of households using savings to support their real expenditure.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, September & Q3

  • In one line: Contraction makes the U.K. a global outlier.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Construction Survey, October 2022

  • In one line: Easing supply constraints are enabling output to keep rising; the 2023 outlook is bleak.

Gabriella DickensU.K.

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

  • In one line: New forecasts and guidance suggest the end of the hiking cycle is near.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Services Survey, October 2022

In one line: No significant let up in price rises yet.

Gabriella DickensU.K.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2022

  • In one line: A recession in the manufacturing sector is afoot. 

Gabriella DickensU.K.

UK Datanote: U.K. Money & Credit, September 2022

  • In one line: Households are acting with caution when deciding to save less and borrow more. 

Gabriella DickensU.K.

UK Datanote: U.K. S&P Global/CIPS Services Survey, September 2022

In one line: Creeping towards a recession, but no let up in price rises yet.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, September 2022

  • In one line: Manufacturing sector is on the brink of a recession. 

Gabriella DickensU.K.

UK Datanote: U.K. Money & Credit, August 2022

  • In one line: The pick-up in mortgage approvals will be short-lived.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. National Accounts & Balance of Payments, Q2

  • In one line: Revisions reveal even more long-term damage from Covid than previously thought. 

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Hiking at a sensible pace, given emerging slack and the lower outlook for CPI inflation.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Construction Survey, August 2022

  • In one line:  Output still falling; higher mortgage rates spell trouble for house builders.

Gabriella DickensU.K.

UK Datanote: U.K. S&P Global/CIPS Services Survey, August 2022

In one line: Momentum in price setting will worry the MPC more than the stalled recovery. 

Gabriella DickensU.K.

6 Sept 2022 UK Monitor How will Energy Price Interventions Impact the Inflation Outlook?

  • Ms. Truss has been tight-lipped about her plans, but a
    trade body plan to freeze prices is gaining traction.
  • If implemented, CPI inflation will return to the 2% target in 2023, easing the pressure for further big rate hikes.
  • Firms need help too, though we think Ms. Truss will cut business rates and provide grants, not reduce VAT.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, August 2022

  • In one line: Manufacturing sector is on the brink of a recession. 

Gabriella DickensU.K.

1 Sept 2022 UK Monitor Capex will Continue to Recover, Despite the Risk of Recession

  • Business investment rose again in Q2, as key uncertainties faded and supply constraints began to ease.
  • We expect a further rebound in H2; balance sheets are strong and investment intentions still are high.
  • But we doubt capex will return to its pre-Brexit share of GDP; the U.K is a less desirable place to invest.

Gabriella DickensU.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