Pantheon Macroeconomics

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U.K. Publications

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construction

UK Datanote: U.K. Markit/CIPS Construction Survey, February 2021

U.K. Markit/CIPS Construction Survey, February 2021

Samuel Tombs (UK Economist)4th Mar 2021 04:54U.K.

9 Feb 2021 Higher Commodity Prices will Send CPI Inflation Briefly Above 2%

Higher Commodity Prices will Send CPI Inflation Briefly Above 2%

Samuel Tombs (UK Economist)8th Feb 2021 13:00U.K.

8 Feb 2021 GDP Likely Recovered in December, but Remained in the Doldrums

DP Likely Recovered in December, but Remained in the Doldrums

Samuel Tombs (UK Economist)7th Feb 2021 19:00U.K.

UK Datanote: U.K. Markit/CIPS Construction Survey, January 2021

U.K. Markit/CIPS Construction Survey, January 2021

Samuel Tombs (UK Economist)4th Feb 2021 11:01U.K.

8 Jan 2021 The Medium-Term Outlook for Residential Investment is Bright

The Medium-Term Outlook for Residential Investment is Bright

Samuel Tombs (UK Economist)7th Jan 2021 13:00U.K.

UK Datanote: U.K. Markit/CIPS Construction Survey, December 2020

U.K. Markit/CIPS Construction Survey, December

Samuel Tombs (UK Economist)7th Jan 2021 12:07U.K.

4 Jan 2021 January GDP Will Sink Below November's Lockdown Level

The emergence of a new strain of Covid-19— B117—which is about 70% more infectious than those before it, has lowered the level of economic activity that is...

Samuel Tombs (UK Economist)24th Dec 2020 07:30U.K.

11 Dec 2020 GDP won't Return to October's Level until March

October's GDP figures conformed to our expectation that the recovery hit a wall as the second wave of Covid-19 developed.

Samuel Tombs (UK Economist)10th Dec 2020 13:10U.K.

UK Datanote: U.K. Markit CIPS Construction Survey, November 2020

In one line: The recovery is still progressing steadily, but pre-Covid levels of activity aren't likely next year.

Samuel Tombs (UK Economist)4th Dec 2020 11:16U.K.

17 Nov 2020 Covid-19 Case Data Imply Little Scope for Reopening in December

The latest Covid-19 data suggest the government will not simply be able to return to October's light-touch restrictions, when the second "lockdown" is due to end,...

Samuel Tombs (UK Economist)16th Nov 2020 13:00U.K.

UK Datanote U.K. Markit CIPS Construction Survey, October 2020

In one line: The recovery is slowing and soon will hit a ceiling.

Samuel Tombs (UK Economist)5th Nov 2020 10:44U.K.

2 Nov 2020 QE Extension Now Very Likely this Week, Given the Second Lockdown

The case for the MPC to extend its asset purchase programme into 2021 is compelling. The mere 2.1% month-to-month rise in GDP in August has left the Committee's September...

Samuel Tombs (UK Economist)1st Nov 2020 19:10U.K.

12 Oct 2020 The Recovery was Stalling Even Before the Second Wave

August's GDP report represented a fatal blow to the V-shaped recovery thesis.

Samuel Tombs (UK Economist)10th Oct 2020 20:10U.K.

UK Datanote: U.K. Markit CIPS Construction Survey, September 2020

In one line: Higher mortgage rates cast a shadow over the strong recovery in housebuilding.

Samuel Tombs (UK Economist)6th Oct 2020 11:43U.K.

5 Oct 2020 August GDP Will Prompt the MPC to Reappraise the Recovery's Strength

August's GDP report, released on Friday, looks set to reinforce the downward pressure on gilt yields by making it even more likely that the MPC will extend its QE programme...

Samuel Tombs (UK Economist)4th Oct 2020 20:10U.K.

14 Sept 2020 The Recovery in GDP will Continue to Decelerate Through the Autumn

GDP data for July, released on Friday, showed that the economic recovery following the Covid-19 lockdown still does not look V-shaped, even though virtually all restrictions on...

Samuel Tombs (UK Economist)13th Sep 2020 20:10U.K.

8 Sept 2020 July GDP to Show V-Shaped Recovery Remains Elusive

We expect July's GDP report, released on Friday, to show that overall output rose by about 7.0% month-to-month, bringing it to 11.5% below its pre-Covid peak.

Samuel Tombs (UK Economist)7th Sep 2020 14:10U.K.

7 Sept 2020 GDP Growth will Slow Sharply as Temporary Supports are Removed

Data released during our summer break have strengthened the case for expecting the economic recovery to decelerate sharply in the autumn, well before GDP has returned to pre-Covid...

Samuel Tombs (UK Economist)6th Sep 2020 20:10U.K.

13 Aug 2020 The Fastest Part of the Recovery in GDP Already Lies in the Past

The U.K. economy underperformed its peers to an extraordinary degree in Q2.

Samuel Tombs (UK Economist)12th Aug 2020 14:10U.K.

12 Aug 2020 The Downturn in Employment is Only Half-way Complete

We continue to take little comfort from the small decline in the Labour Force Survey measure of employment in the first half of this year.

Samuel Tombs (UK Economist)11th Aug 2020 14:10U.K.

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