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. s&p global/cips manufacturing survey

UK Datanote: UK Report on Jobs Survey, January 2026

  • In one line: Hiring sentiment has further to improve in Q1.

UK Datanote: UK MPC Decision and Minutes, February 2026

  • In one line: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least. 

UK Datanote: UK Final Manufacturing PMI, January 2026

  • In one line: Manufacturing activity can rise at a steady rate in 2026.

UK Datanote: UK Money & Credit, December 2025

  • In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.

UK Datanote: UK GfK Consumers' Confidence Survey, January 2026

  • In one line: Consumers' confidence can continue to rise slowly in 2026.

UK Datanote: UK RICS Residential Market Survey, December 2025

  • In one line: The housing market is primed for a recovery in 2026.

UK Datanote: UK Money & Credit, November 2025

  • In one line: The money and credit data for November show a solid footing for activity in 2026.

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 MPC Decision and Minutes, December 2025

  • In one line: Cautious cut, we see one more in April, but it will be another closely fought decision. 

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 Money & Credit, October 2025

  • In one line: The money and credit data suggests few pre-Budget worries in October.

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 MPC Decision and Minutes, November 2025

  • In one line: Dovish hold, so we are comfortable with our call for a December cut. 

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 Money & Credit, September 2025

  • In one line: Rising mortgage approvals and solid credit flows suggest confident consumers.
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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,