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. S&P Global/CIPS Services Survey

UK Datanote: UK Final Services and Composite PMI, April 2025

  • In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, April 2025

  • In one line: Manufacturing activity improves according to the CBI, but the trade war will hurt businesses.

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, April 2025

  • In one line: Consumers' major purchases held up, but downside risks to the retail spending build.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, March 2025

  • In one line: Solid jobs and accelerating wages will keep the MPC cautious heading into the trade war.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, March 2025

  • In one line: The housing market is cooling now but activity will pick up in H2.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, March 2025

  • In one line: Strengthening domestic spending can cushion the tariff blow.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, March 2025

  • In one line: Tariffs will keep manufacturing output falling for the forseeable future.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, March 2025

  • In one line: Trade uncertainty will continue to weigh on manufacturing sentiment and activity.

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, March 2025

  • In one line: Good fundamentals and bad news will continue to pull consumers’ confidence in opposing directions.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, March 2025

  • In one line: Slightly more cautious committee keeps an option to skip a quarterly cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, February 2025

  • In one line: Short-term volatility as stamp duty relief ends in April, but house prices will still rise 4% in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, February 2025

  • In one line: REC’s recovery indicates that the labour market is stabilising.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, February 2025

  • In one line: Catastrophic jobs balance exaggerates economic weakness, but risks to our growth forecast are firmly down.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, January 2025

  • In one line: Consumers are spending again but uncertainty hits investment.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, February 2025

  • In one line: Surging global uncertainty hammers manufacturing output, but watch rising price pressures.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, February 2025

  • In one line: Strong wage growth and falling interest rates will keep supporting consumers’ confidence.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Manufacturing orders tick up and price pressures fall in February, but the sector remains weak.

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, February 2025

  • In one line: Focus on the hawkish inflation forecasts, rather than the dovish vote. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, January 2025

  • In one line: Looming end of stamp duty relief causes volatility, longer-term house price outlook still looks solid.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, January 2025

  • In one line: The labour market improved marginally in January but remains hobbled according to the REC.

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,