Pantheon Macroeconomics

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UK Publications

Below is a list of our UK 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. International Trade

UK Datanote: U.K. Nationwide House Prices, April 2025

  • In one line: House prices fall in April as the rush to beat stamp duty increases unwinds, they will rise in H2.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP February 2025

  • In one line:GDP soars in February but the MPC will look through the pre-Tariff data.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, February 2025

  • In one line: Fracturing global trade will begin to weigh on the trade balance in the coming months.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, March 2025

  • In one line: Stamp duty changes halt house price inflation in March, but it will accelerate again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q4 2024

  • In one line: Growth recovered in Q4 as Budget uncertainty passed but President Trump’s tariff hammer hangs over the outlook.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, January 2025

  • In one line: The trade balance will remain weak as energy prices remain high and uncertainty prevails.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, March 2025

  • In one line: Slightly more cautious committee keeps an option to skip a quarterly cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP January 2025

  • In one line:GDP is on track to grow 0.3% quarter-to-quarter in Q1, beating the MPC's forecast.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, February 2025

  • In one line: House prices rise again in February, but watch for a slowdown after April.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, February 2025

  • In one line: Focus on the hawkish inflation forecasts, rather than the dovish vote. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, December 2024

  • In one line: The trade deficit will be held back by high energy prices and President Trump’s tariff threats in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP December 2024

  • In one line:Better-than-expected growth should reduce recession worries and suggests the PMI is exaggerating economic weakness.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, January 2025

  • In one line: House price inflation is trending higher despite the weak monthly gain in Nationwide's index.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, November 2024

  • In one line: The trade deficit narrows in November but remains wide; import prices point to firming goods inflation.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP November 2024

  • In one line:Budget uncertainty, tax hikes and Mr. Trump's tariff threats continue to weigh on growth

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, December 2024

  • In one line: Nationwide’s house price index rises in December to cap a recovery in the housing market in 2024.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q3 2024

  • In one line: Q3 GDP growth revised down to zero, but we expect a rebound and stronger growth in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, December 2024

  • In one line: Dovish vote but cautious majority; February rate cut odds-on but only gradual interest rate reductions after. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, October 2024

  • In one line: The headline trade deficit widens in October as erratics weigh on the headline balance.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP October 2024

  • In one line:Economy grinds to a halt as Budget uncertainty and tariff threats weigh on businesses.

Rob Wood (Chief UK Economist)UK

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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,