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
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UK Datanote: Bank of England Inflation Attitudes Survey
- In one line: Modestly deanchored inflation expectations warrant caution from the MPC.
- In one line: The underlying trade balance fell erratically in July, but it will remain weak.
- In one line:Q3 growth on track for 0.2% quarter-to-quarter.
- In one line: Job falls ease sharply but spare capacity is still building in the labour market.
- In one line: Stubborn wage and price pressures should keep the MPC cautious, but falling employment is a building risk.
- In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.
- 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:Strong GDP growth in H1 illustrates a high neutral rate.
- In one line: The REC improves in July but signals the jobs market remains weak.
- In one line: Stubborn wage and price pressure despite falling employment suggests a cautious MPC.
- 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: Manufacturing activity should gradually recover as tariff-uncertainty fades.
- In one line: The housing market recovery is underway.
- In one line: Consumers’ confidence knocked by inflation and tax hike speculation.
- 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
