Pantheon Macroeconomics

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U.K. Publications

Below is a list of our U.K. Publications for the last 6 months. If you are looking for reports older than 6 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: U.K. GDP

UK Datanote: U.K. GDP, September 2023

  • In one line: The fall in households’ spending will be reversed in Q4.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, November

  • In one line: New forecasts signal no rate cuts in 2024, but the MPC won’t be bound by them. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, August 2023

  • In one line: The trade deficit should narrow in Q4, as import prices rise less quickly than export prices. 

Gabriella DickensU.K.

UK Datanote: U.K. GDP, August 2023

  • In one line: Growth largely due to the unwind of disruption caused by strikes, but a recession remains unlikely. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. National Accounts, Q2 2023

  • In one line: Revisions leave the U.K. no longer looking like the G7’s laggard.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. MPC Decision & Minutes, September

  • In one line: The case for hiking won’t be any stronger in November, so the MPC probably is done.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, July 2023

  • In one line: The trade deficit should narrower further, leaving sterling less exposed to changes in risk sentiment among foreign investors. 

Gabriella DickensU.K.

UK Datanote: U.K. GDP, July 2023

  • In one line: Strikes and the weather account for the bulk of July’s drop. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, June 2023

  • In one line: The trade deficit should continue to narrow, minimising sterling's vulnerability.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, June & Q2 2023

  • In one line: Probably the start of a sustainable recovery. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, August

  • In one line: New forecasts imply further tightening is likely, but the peak level of Bank Rate is near.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Nationwide House Prices, July 2023

  • In one line: House prices falling again, as mortgage rates remain elevated. 

Gabriella DickensU.K.

UK Datanote: U.K. International Trade, May 2023

  • In one line: The trade deficit should start to narrow again over the second half of the year.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, May 2023

  • In one line: Still stagnant, in contrast to the recovery story told by the surveys.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Nationwide House Prices, June 2023

  • In one line: Stable in Q2, but higher mortgage rates will push prices down again in Q3.

Gabriella DickensU.K.

UK Datanote: U.K. National Accounts & Balance of Payments, Q1 2023

  • In one line: Avoiding recession; we expect slightly stronger growth in H2. 

Gabriella DickensU.K.

UK Datanote: U.K. International Trade, April 2023

  • In one line: Trade deficit unlikely to widen significantly again this year.

Gabriella DickensU.K.

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Keywords for: U.K. Documents

U.K. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence