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
- In one line: The fall in households’ spending will be reversed in Q4.
Samuel Tombs (UK Economist)U.K.
- 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.
- In one line: Not the start of a recovery, yet.
Gabriella DickensU.K.
- In one line: The trade deficit should narrow in Q4, as import prices rise less quickly than export prices.
Gabriella DickensU.K.
- 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.
- In one line: Close to bottoming out.
Samuel Tombs (UK Economist)U.K.
- In one line: Revisions leave the U.K. no longer looking like the G7’s laggard.
Samuel Tombs (UK Economist)U.K.
- 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.
- In one line: The trade deficit should narrower further, leaving sterling less exposed to changes in risk sentiment among foreign investors.
Gabriella DickensU.K.
- In one line: Strikes and the weather account for the bulk of July’s drop.
Samuel Tombs (UK Economist)U.K.
- In one line: Downturn gathering momentum.
Gabriella DickensU.K.
- In one line: The trade deficit should continue to narrow, minimising sterling's vulnerability.
Gabriella DickensU.K.
- In one line: Probably the start of a sustainable recovery.
Samuel Tombs (UK Economist)U.K.
- 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.
- In one line: House prices falling again, as mortgage rates remain elevated.
Gabriella DickensU.K.
- In one line: The trade deficit should start to narrow again over the second half of the year.
Gabriella DickensU.K.
- In one line: Still stagnant, in contrast to the recovery story told by the surveys.
Samuel Tombs (UK Economist)U.K.
- In one line: Stable in Q2, but higher mortgage rates will push prices down again in Q3.
Gabriella DickensU.K.
- In one line: Avoiding recession; we expect slightly stronger growth in H2.
Gabriella DickensU.K.
- In one line: Trade deficit unlikely to widen significantly again this year.
Gabriella DickensU.K.
