Pantheon Macroeconomics

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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. RICS Residential Market Survey

UK Datanote: UK RICS Residential Market Survey, December 2024

  • In one line: House price inflation of 5% in 2025 according to the RICS.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, December 2024

  • In one line: Payroll tax hikes hit employment, but the REC survey likely exaggerates the drop and wage growth rises.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, December 2024

  • In one line: The manufacturing PMI drops in December as demand weakens and sentiment sours.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Output and inflation head in opposite directions, leaving the MPC with a difficult trade-off.

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK Labour Market Data, October / November 2024

  • In one line: Higher pay growth and better jobs gains than the surveys will keep the MPC cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, December 2024

  • In one line: Consumers’ confidence grinds higher in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, November 2024

  • In one line: The RICS roars higher as buyers rush to beat stamp duty changes and the MPC’s second rate cut feeds through.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, November 2024

  • In one line: The REC weakens in November as the Budget tax hikes bite.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, November 2024

  • In one line: Budget and geopolitics hit manufacturing sentiment in November.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, November 2024

  • In one line: Consumers’ confidence recovers in November, but was held back by rising inflation and market interest rates.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, October 2024

  • In one line: The RICS price balance shrugs off Budget uncertainty to rise in October.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, September / October 2024

  • In one line: Gradually easing labour market will allow the MPC to keep cutting rates gradually

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, October 2024

  • In one line: The REC weakens slightly in October, but the MPC downplay the survey now due to its poor correlation with official data.

Rob Wood (Chief UK Economist)UK

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

  • In one line: CBI rebounds in October but still signals a weak manufacturing sector as Budget uncertainty takes a toll.

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, October 2024

  • In one line: Consumers’ confidence falls on Budget, clarity on October 30 will help sentiment recover.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, August / September 2024

  • In one line: Slowing wages make a November rate cut a slam dunk as the MPC will ignore dodgy job data.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, August / September 2024

  • In one line: Slowing wages make a November rate cut a slam dunk as the MPC will ignore dodgy job data.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, September 2024

  • In one line: House price inflation surges after MPC rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, September 2024

  • In one line: The REC stays weak, supporting another 25bp rate cut in November.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, September 2024

  • In one line: The PMI dips in September on Budget uncertainty, but output growth remains strong.

Rob Wood (Chief UK Economist)UK

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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,