Pantheon Macroeconomics

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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

Please use the filters on the right to search for a specific date or topic.

UK Datanote: UK MPC Decision & Minutes

UK Datanote: Bank of England Decision Maker Panel, July 2025

  • In one line: Stubborn wage and price pressure despite falling employment suggests a cautious MPC.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, August 2025

  • In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, July 2025

  • In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.

Rob Wood (Chief UK Economist)UK

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

  • In one line: The housing market recovery is underway.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, June 2025

  • In one line: Consumers still look set to support GDP growth in H2.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, June 2025

  • In one line: Rebounding employment expectations suggest inflation pressure will remain stubborn.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, June 2025

  • In one line: June’s downward revisions to the PMI’s sub-indices were likely driven by oil prices, sentiment will continue to improve.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, May 2025

  • In one line: Falling saving flows and rising corporate borrowing point to solid economic growth.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices fall in June but returning buyer demand will push up prices soon.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q1 2025

  • In one line: Better balanced growth after revisions bodes well.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, June 2025

  • In one line: Rates and guidance unchanged in June, but a dovish tilt to the minutes. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP April 2025

  • In one line:GDP falls in April but it will rebound as tax-hike-induced effects fade.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, May 2025

  • In one line: DMP raises the chance of an August cut, but the survey will likely recover further in June.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, April 2025

  • In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, May 2025

  • In one line: Manufacturing is past the worst as tariff uncertainty fades.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, March 2025

  • In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP March 2025

  • In one line:Fading consumer caution will keep GDP ticking along.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, May 2025

  • In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year. 

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, April 2025

  • In one line: Dovish DMP but the survey was run in the eye of the storm, business responses would likely be different now.

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,