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
- In one line: Modestly deanchored inflation expectations warrant caution from the MPC.
- In one line: Job falls ease sharply but spare capacity is still building in the labour market.
- In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
- In one line: Consumers’ confidence to stay rangebound for the rest of the year.
- In one line: Manufacturing activity looks subdued but stable, it should recover in H2.
- In one line: RICS falters in July but it will gradually rise in H2.
- In one line: The REC improves in July but signals the jobs market remains weak.
- In one line: A stabilising labour market and elevated pay growth constrain the MPC.
- In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.
- In one line: Consumers’ confidence knocked by inflation and tax hike speculation.
- In one line: Manufacturing activity will continue to recover from the tariff-induced slowdown.
- In one line: Jobs falls are easing and pay growth is far too high to deliver 2% inflation, but the MPC seems keen to cut anyway.
- In one line: Potential future tax hikes hit hiring sentiment, but wage growth is slowing only gradually.
- In one line: Recovering as the Stamp Duty disruption fades
- In one line: June’s downward revisions to the PMI’s sub-indices were likely driven by oil prices, sentiment will continue to improve.
- In one line: Manufacturing orders fall in June but the worst of the tariff-induced slowdown appears over.
- In one line: Consumers’ confidence inches up, but it will be tested over the summer.
- In one line: Employment growth eases according to the REC, but the worst of the jobs slowdown appears over.
- In one line: A dovish release that raises the chance of the MPC easing policy again in August.
- In one line: Manufacturing is past the worst as tariff uncertainty fades.
