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: u.k. mpc decision & minutes
- In one line: Base effects flatter April house prices, activity will grind down in the coming months.
- In one line: Inflation expectations show waning faith in the MPC’s ability to hit 2% inflation.
- In one line: GDP still on track to grow 0.2% quarter-to-quarter in Q2, despite unwinding fuel hoarding and a doctor's strike cutting output in April.
- In one line: High energy costs begin to feed through to core import price inflation.
- In one line: Easing price expectations and falling jobs raise the chances of the MPC keeping rates on hold.
- In one line: Consumers and firms look solid in April even if some borrowing was front-running rate hikes.
- In one line: House price inflation to gradually ease over the rest of the year.
- In one line: Manufacturing growth will slow as front-running unwinds, but price pressures are building.
- In one line: Noise exaggerates growth, but GDP was nonetheless solid heading into the Iran War.
- In one line: Few signs of a spillover from higher energy prices into core import costs, yet.
- In one line: House price inflation to remain weak in 2026.
- In one line: Import price growth will jump in the coming months.
- In one line:About half of the February GDP gain was erratic, but that still leaves signs of improving underlying growth as Budget uncertainty eased.
- In one line: Surging input prices will worry the MPC.
- In one line: House price inflation has further to drop as the Iran War dents sentiment and boosts borrowing costs.
- In one line: Households and businesses on solid financial footing heading into the energy price shock.
- In one line: The housing market will weaken over the course of 2026.
- In one line: MPC surprises market hawkishly, guidance symmetric but more open to hikes than expected.
- In one line: Households thought weaker inflation trends would be only temporary, and expectations will jump sharply now energy prices have surged.
- In one line: Higher energy costs will weigh on the trade balance.
