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 Services 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: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.
- 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: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote.
- In one line: Enough for the MPC to cut, but inflation is proving persistent.
- 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: Consumers still look set to support GDP growth in H2.
- In one line: Manufacturing activity will continue to recover from the tariff-induced slowdown.
- 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: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.
- 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: Falling saving flows and rising corporate borrowing point to solid economic growth.
