Pantheon Macroeconomics

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UK Publications

Below is a list of our UK Publications for the last 5 months. If you are looking for reports older than 5 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. RICS Residential Market Survey

UK Datanote: U.K. CBI Industrial Trends Survey, December 2025

  • In one line: Post-Budget relief boosts manufacturing sentiment, but activity will rise only slowly in 2026.

UK Datanote: UK GfK Consumers' Confidence Survey, December 2025

  • In one line: A post-Budget sigh of relief from consumers, and sentiment has further to rise.

UK Datanote: UK Labour Market Data, October / November 2025

  • In one line: Budget chaos hits job growth, but pay growth remains strong nonetheless so the MPC will have to be cautious.

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q4 2025

  • In one line: Small fall in inflation expectations helps the case for a rate cut next week.

UK Datanote: UK Report on Jobs Survey, November 2025

  • In one line: Signs of stubborn wage growth despite weak jobs are widespread.

UK Datanote: UK Report on Jobs Survey, October 2025

  • In one line: REC survey shows stabilising jobs market, suggesting weak official payrolls will be revised better.

UK Datanote: UK RICS Residential Market Survey, October 2025

  • In one line: The spectacle of months of tax speculation takes its toll, but house price inflation should recover after the Budget.

UK Datanote: UK Final Manufacturing PMI, October 2025

  • In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.

UK Datanote: UK GfK Consumers' Confidence Survey, October 2025

  • In one line: Consumers are resilient in the face of tax hike rumours.

UK Datanote: U.K. CBI Industrial Trends Survey, October 2025

  • In one line: Manufacturing activity will manage only small gains in the coming months.

UK Datanote: UK Labour Market Data, August / September 2025

  • In one line: Weaking wage growth makes this a dovish release, but the underlying story is a stabilising labour market with jobs no longer falling.

UK Datanote: UK Report on Jobs Survey, September 2025

  • In one line: Payroll falls will ease as tax hike hit begins to fade.

UK Datanote: UK RICS Residential Market Survey, September 2025

  • In one line: Budget uncertainty will keep housing market weak until November.

UK Datanote: UK Final Manufacturing PMI, September 2025

  • In one line: Manufacturing activity to remain weak in the second half of the year.

UK Datanote: U.K. CBI Industrial Trends Survey, September 2025

  • In one line: Manufacturing output will slowly recover in the coming months.

UK Datanote: UK GfK Consumers' Confidence Survey, September 2025

  • In one line: Strong personal finances will help consumers keep spending.

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q3 2025

  • In one line: Modestly deanchored inflation expectations warrant caution from the MPC.

UK Datanote: UK Report on Jobs Survey, August 2025

  • In one line: Job falls ease sharply but spare capacity is still building in the labour market.

UK Datanote: UK Final Manufacturing PMI, August 2025

  • In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
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Keywords for: U.K. Documents

U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,