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 Services Survey

UK Datanote: UK Report on Jobs Survey, September 2025

  • In one line: Payroll falls will ease as tax hike hit begins to fade.

UK Datanote: UK RICS Residential Market Survey, September 2025

  • In one line: Budget uncertainty will keep housing market weak until November.

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

  • In one line: Dovish as activity growth slows, price pressures ease and margins are squeezed, but Q3 average PMI was OK.

UK Datanote: UK Final Manufacturing PMI, September 2025

  • In one line: Manufacturing activity to remain weak in the second half of the year.

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

  • In one line: Manufacturing output will slowly recover in the coming months.

UK Datanote: UK Money & Credit, August 2025

  • In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.

UK Datanote: UK MPC Decision and Minutes, September 2025

  • In one line: A slightly more cautious MPC will keep rates on hold for the rest of the year. 

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

  • In one line: Strong personal finances will help consumers keep spending.

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q3 2025

  • In one line: Modestly deanchored inflation expectations warrant caution from the MPC.

UK Datanote: UK Report on Jobs Survey, August 2025

  • In one line: Job falls ease sharply but spare capacity is still building in the labour market.

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

  • In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.

UK Datanote: UK Money & Credit, July 2025

  • In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.

UK Datanote: UK Final Manufacturing PMI, August 2025

  • In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.

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

  • In one line: Consumers’ confidence to stay rangebound for the rest of the year.

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

  • In one line: Manufacturing activity looks subdued but stable, it should recover in H2.

UK Datanote: UK RICS Residential Market Survey, July 2025

  • In one line: RICS falters in July but it will gradually rise in H2.

UK Datanote: UK Report on Jobs Survey, July 2025

  • In one line: The REC improves in July but signals the jobs market remains weak.

UK Datanote: UK MPC Decision and Minutes, August 2025

  • In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote. 

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

  • In one line: Enough for the MPC to cut, but inflation is proving persistent.

UK Datanote: UK Final Manufacturing PMI, July 2025

  • In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.
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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,