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. Report on Jobs Survey

UK Datanote: UK RICS Residential Market Survey, March 2024

  • In one line: Building hopes of rate cuts boost buyer demand and house prices. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, March 2023

  • In one line: Report on Jobs survey says it’s time to cut rates.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Strengthening finances will drive consumer spending this year.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. RICS Residential Market Survey, February 2024

  • In one line: House price gains heading to 5% year-over-year soon.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Expected interest rate cuts breathe life into house building.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Growth beating the MPC's forecast, supporting services inflation.

Rob Wood (Chief UK Economist)UK

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. RICS Residential Market Survey, January 2024

  • In one line: Further evidence to support our view of a material recovery in house prices this year. 

UK

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. RICS Residential Market Survey, December 2023

  • In one line: Consistent with a recovery in 2024. 

UK

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. S&P Global/CIPS Manufacturing Survey, December 2023

  • In one line: Downturn in manufacturing output has further to run. 

UK

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

  • In one line: Manufacturing output likely has further to fall. 

UK

UK Datanote: U.K. GfK Consumer's Confidence Survey, December

  • In one line: Recovery should gather momentum next year. 

UK

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

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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