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: Dovish hold, so we are comfortable with our call for a December cut.
- In one line: Firms brush off Budget uncertainty, and steady growth should keep the MPC on hold.
- In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
- In one line: Rising mortgage approvals and solid credit flows suggest confident consumers.
- In one line: Consumers are resilient in the face of tax hike rumours.
- In one line: Manufacturing activity will manage only small gains in the coming months.
- In one line: Payroll falls will ease as tax hike hit begins to fade.
- In one line: Budget uncertainty will keep housing market weak until November.
- In one line: Dovish as activity growth slows, price pressures ease and margins are squeezed, but Q3 average PMI was OK.
- In one line: Manufacturing activity to remain weak in the second half of the year.
- In one line: Manufacturing output will slowly recover in the coming months.
- In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.
- In one line: A slightly more cautious MPC will keep rates on hold for the rest of the year.
- In one line: Strong personal finances will help consumers keep spending.
- 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.
