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.
consumer services
- In one line: Growth rebounded in the new year and price pressures remain strong
- In one line: Consumers’ confidence should recover in 2026 as the fundamentals improve.
- In one line: Inflation miss too small to stop a March rate cut, but stubborn services inflation means a second cut this year is far from certain.
- In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.
- In one line: Consumers' confidence can continue to rise slowly in 2026.
- In one line: Underlying inflation remians sticky, even though headline CPI is set to temporarily slow in the first half of 2026.
- In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
- In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.
- In one line: A post-Budget sigh of relief from consumers, and sentiment has further to rise.
- In one line: Enough for a December cut, but also enough to keep the MPC cautious about the pace of subsequent cuts.
- In one line: Firms brush off Budget uncertainty, and steady growth should keep the MPC on hold.
- In one line: Consumers are resilient in the face of tax hike rumours.
- In one line: Dovish as activity growth slows, price pressures ease and margins are squeezed, but Q3 average PMI was OK.
