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 Samuel Tombs

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, February 2024

  • In one line: Large bounce in the output index looks suspicious.

Samuel TombsUK

UK Datanote: U.K. GfK Consumers' Confidence Survey, February 2024

  • In one line: Forget the small drop; improving real wage growth will keep confidence rising.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Services Survey, January 2024

  • In one line: Strengthening recovery will allow the MPC to take its time. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, January 2024

  • In one line: Optimism improving as lower borrowing costs start to underpin demand.

Samuel TombsUK

UK Datanote: U.K. Labour Force Survey re-weighting

  • In one line: Downward revision to unemployment rate increases pressure on the MPC to wait. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, January 2024

  • In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.  

Samuel TombsUK

UK Datanote: U.K. Labour Market Data, November/December 2023

  • In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.

Samuel TombsUK

UK Datanote: U.K. Report on Jobs Survey, December 2023

  • In one line: Still supporting the case for rate cuts, but wage growth likely will remain stronger than it implies.

Samuel TombsUK

UK Datanote: U.K. Labour Market Data, October/November 2023

  • In one line:  The trend in wage growth is weakening, but not as dramatically as October’s data imply.

Samuel TombsUK

UK Datanote: U.K. Report on Jobs Survey, November 2023

  • In one line: Consistent with unemployment rising more quickly than the MPC expects.

Samuel TombsUK

UK Datanote: U.K. Labour Market Data, September/October 2023

  • In one line: Much slower wage growth is increasing the chances of a rate cut in H1 2024.

Samuel TombsUK

UK Datanote: U.K. Report on Jobs Survey, October 2023

  • In one line: Consistent with unemployment rising more quickly than the MPC expects.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, October 2023

  • In one line: Labour and raw material costs are starting to fall, as demand undershoots supply.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Services Survey, October 2023

In one line: Still pointing to a mild recession, but the survey is probably too downbeat. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2023

  • In one line: The destocking process which is weighing on manufacturing output has further to run.

Samuel TombsUK

UK Datanote: U.K. Labour Market Data, August/September 2023

  • In one line: Wage growth is slowing quickly enough for the MPC to keep Bank Rate at 5.25% next month.

Samuel TombsUK

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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