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: Dovish as activity growth slows, price pressures ease and margins are squeezed, but Q3 average PMI was OK.
- In one line: Little news, as underlying services inflation settling in the low-4%'s will keep the MPC on hold for the rest of this year.
- In one line: Strong personal finances will help consumers keep spending.
- In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: Consumers’ confidence to stay rangebound for the rest of the year.
- In one line: Another hawkish blow to the MPC means no more cuts this year.
- In one line: Enough for the MPC to cut, but inflation is proving persistent.
- In one line: Consumers’ confidence knocked by inflation and tax hike speculation.
- In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.
- In one line: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.
- In one line: ONS vehicle duty correction cuts inflation, news was small, inflation pressures remain sticky.
- In one line: Consumers’ confidence inches up, but it will be tested over the summer.
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
- In one line: Uncertainty driven rebound in consumers' confidence points to continued solid retail spending growth.
- 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.
- In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.
