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.

uk datanote: bank of england inflation attitudes survey

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

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

UK Datanote: Bank of England Credit Conditions, Q4 2025

  • In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress.

UK Datanote: UK International Trade, November 2025

  • In one line: The headline trade balance will improve as falls in erratic components unwind.

UK Datanote: UK GDP November 2025

  • In one line:November flattered by unwinding hit to autos, but growth is still on track to beat the MPC's call in Q4.

UK Datanote: UK RICS Residential Market Survey, December 2025

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

UK Datanote: Bank of England Decision Maker Panel, December 2025

  • In one line: Job falls ease after the Budget circus ends while inflation remains stick.

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: U.K. Official House Price Index, October 2025

  • In one line: Weak house price inflation in October means we cut our Q4 forecast. 

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 GDP October 2025

  • In one line:Some of the downside was noise and will unwind, but GDP will now do well to rise 0.1% quarter-to-quarter in Q4.

UK Datanote: UK International Trade, October 2025

  • In one line: The trade balance should improve in November as erratic falls unwind and goods exports rise.

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: U.K. Nationwide House Price Index, November 2025

  • In one line: House price inflation should accelerate slightly now that the Budget is behind us. 

UK Datanote: UK GDP September 2025

  • In one line:Weak growth seals a December rate cut, but be careful because underlying growth is better than the headline.

UK Datanote: UK International Trade, September 2025

  • In one line: Car production shutdown tanks exports, but that will unwind in October and November.

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.
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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,