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
- 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.
- In one line:January disappointment partly driven by erratic sectors that will rebound, but we shave our Q1 growth call to 0.2% quarter-to-quarter.
- In one line:Sales growth jumps, hiring plans improve, and wage growth remains stubbornly strong.
- In one line: The manufacturing PMI suggests activity is stable, but surging energy prices will hit sentiment.
- In one line: Strong credit flows and falling saving suggest the UK was rebounding strongly in the New Year.
- In one line: The housing market remains stable according to Nationwide, but activity will strengthen over 2026.
- In one line: The housing market was resilient in 2025, but prices will rise more quickly in 2026.
- In one line: The trade deficit has some room to further improve.
- In one line:Disappointing Q4 keeps a March rate cut on track, but underlying momentum looks too solid for more than one rate cut this year.
- In one line: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least.
- In one line: Manufacturing activity can rise at a steady rate in 2026.
- In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.
- In one line: House price inflation will continue to steadily rise over the coming year.
- In one line: The headline trade balance will improve as falls in erratic components unwind.
- In one line:November flattered by unwinding hit to autos, but growth is still on track to beat the MPC's call in Q4.
