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: Dovish hold, so we are comfortable with our call for a December cut.
- In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
- In one line: Rising mortgage approvals and solid credit flows suggest confident consumers.
- In one line: The trade deficit is trending sideways as gas prices keep import costs elevated.
- In one line:Growth runs close to potential, limiting the emergence of spare capacity.
- In one line: Employment falls fail to open spare capacity so wage and price pressures remain stubbornly too high.
- In one line: Manufacturing activity to remain weak in the second half of the year.
- In one line: House prices jump in September but we look for a subdued second half of the year.
- In one line: Growth still reliant on government, but business investment growing through the H1 headwinds is an encouraging sign.
- In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.
- In one line: A slightly more cautious MPC will keep rates on hold for the rest of the year.
- 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: Stubborn wage and price pressures should keep the MPC cautious, but falling employment is a building risk.
- In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.
- 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:Strong GDP growth in H1 illustrates a high neutral rate.
- In one line: Stubborn wage and price pressure despite falling employment suggests a cautious MPC.
