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.
and GfK Consumer's Confidence Survey Rob Wood (Chief UK Economist)
- In one line: ONS vehicle duty correction cuts inflation, news was small, inflation pressures remain sticky.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers’ confidence inches up, but it will be tested over the summer.
Rob Wood (Chief UK Economist)UK
- In one line: Employment growth eases according to the REC, but the worst of the jobs slowdown appears over.
Rob Wood (Chief UK Economist)UK
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing is past the worst as tariff uncertainty fades.
Rob Wood (Chief UK Economist)UK
- In one line: Uncertainty driven rebound in consumers' confidence points to continued solid retail spending growth.
Rob Wood (Chief UK Economist)UK
- In one line: Inflation should run around 3.5% for the rest of the year, although an Easter boost means the April headline exaggerates the strength a little.
Rob Wood (Chief UK Economist)UK
- In one line: Job and pay growth improve slightly as payroll tax drag eases, but the MPC downplay the REC now.
Rob Wood (Chief UK Economist)UK
- In one line: The housing market slowdown will be temporary according to the RICS.
Rob Wood (Chief UK Economist)UK
- In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers' major purchases held up, but downside risks to the retail spending build.
Rob Wood (Chief UK Economist)UK
- In one line: Erratic computer games and hotel prices drag inflation down, headline inflation will still likely jump to 3.5% in April.
Rob Wood (Chief UK Economist)UK
- In one line: Solid jobs and accelerating wages will keep the MPC cautious heading into the trade war.
Rob Wood (Chief UK Economist)UK
- In one line: The housing market is cooling now but activity will pick up in H2.
Rob Wood (Chief UK Economist)UK
- In one line: Strengthening domestic spending can cushion the tariff blow.
Rob Wood (Chief UK Economist)UK
- In one line: Tariffs will keep manufacturing output falling for the forseeable future.
Rob Wood (Chief UK Economist)UK
- In one line: Erratic items drag down inflation, underlying pressures remain stubborn.
Rob Wood (Chief UK Economist)UK
- In one line: Good fundamentals and bad news will continue to pull consumers’ confidence in opposing directions.
Rob Wood (Chief UK Economist)UK
- In one line: Short-term volatility as stamp duty relief ends in April, but house prices will still rise 4% in 2025.
Rob Wood (Chief UK Economist)UK
- In one line: REC’s recovery indicates that the labour market is stabilising.
Rob Wood (Chief UK Economist)UK
