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: 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.
- In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote.
- In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.
- In one line: The housing market recovery is underway.
- In one line: Consumers still look set to support GDP growth in H2.
- In one line: Rebounding employment expectations suggest inflation pressure will remain stubborn.
- In one line: June’s downward revisions to the PMI’s sub-indices were likely driven by oil prices, sentiment will continue to improve.
- In one line: Falling saving flows and rising corporate borrowing point to solid economic growth.
- In one line: House prices fall in June but returning buyer demand will push up prices soon.
- In one line: Better balanced growth after revisions bodes well.
- In one line: Rates and guidance unchanged in June, but a dovish tilt to the minutes.
- In one line:GDP falls in April but it will rebound as tax-hike-induced effects fade.
- In one line: DMP raises the chance of an August cut, but the survey will likely recover further in June.
- In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment.
- In one line: Manufacturing is past the worst as tariff uncertainty fades.
