Pantheon Macroeconomics

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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. Nationwide House Prices

UK Datanote: U.K. International Trade, December 2023

  • In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, December 2023

  • In one line: GDP will return to a rising path in 2024; the MPC needn’t panic.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Consumer Prices, January 2024

  • In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Official House Price Index, November

  • In one line: Further falls and additional downward revisions should mean a 5% peak-to-trough fall. 

Gabriella DickensU.K.

UK Datanote: U.K. Consumer Prices, December 2023

  • In one line: Slowing trend in the all-items index maintained, despite December’s rebound.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, November 2023

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, November 2023

  • In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. National Accounts, Q3 2023

  • In one line: The trend in GDP was flat in 2023; expect a material improvement in 2024.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Consumer Prices, November 2023

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. MPC Decision & Minutes, December

  • In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, October 2023

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, October 2023

  • In one line: A broad-based drop, but expect a recovery in the final two months of 2023.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Nationwide House Prices, November 2023

  • In one line: Don’t get too excited about the prospect of a sustained recovery just yet,  

Gabriella DickensU.K.

UK Datanote: U.K. Consumer Prices, October 2023

  • In one line: Well below the MPC’s forecast, thanks to slowing services CPI inflation.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. GDP, September 2023

  • In one line: The fall in households’ spending will be reversed in Q4.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, November

  • 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.

UK Datanote: U.K. Official House Price Index, August

  • In one line: House prices still have further to fall. 

Gabriella DickensU.K.

UK Datanote: U.K. Consumer Prices, September 2023

  • In one line: The pick-up in month-to-month growth in prices won’t be sustained.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, August 2023

  • In one line: The trade deficit should narrow in Q4, as import prices rise less quickly than export prices. 

Gabriella DickensU.K.

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Keywords for: U.K. Documents

U.K. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence