Pantheon Macroeconomics

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U.K. Publications

Below is a list of our U.K. Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep

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25 June 2021 The First Rate Hike Still Looks Distant, after June's MPC Minutes

Investors hoping for a more hawkish tone from the MPC were left disappointed yesterday.

Samuel Tombs (UK Economist)24th Jun 2021 18:00U.K.

24 June 2021 Don't Take the PMIs at Face Value, Other Surveys Signal Slower Growth

June's Markit/CIPS PMIs suggest that the economic recovery still has plenty of momentum.

Samuel Tombs (UK Economist)23rd Jun 2021 18:00U.K.

22 June 2021 Which Measures of Underlying Inflation will the MPC Track?

With CPI inflation edging above the MPC's 2% target in May and set to approach 3% later this year. 

Samuel Tombs (UK Economist)21st Jun 2021 18:00U.K.

21 June 2021 A Copycat Hawkish Surprise from the BoE this week

The hawkish surprise last week from the U.S. Fed has left many investors questioning whether the MPC will follow suit this Thursday.

Samuel Tombs (UK Economist)21st Jun 2021 00:00U.K.

17 June 2021 Above-Target Inflation will Last no Longer than a Year

The jump in CPI inflation to 2.1% in May, from 1.5% in April, marks the start of a period of above target inflation driven by services businesses hiking prices as they reopen,...

Samuel Tombs (UK Economist)16th Jun 2021 18:00U.K.

16 June 2021 Rising Employment Won't Box the MPC into a Corner on Rates

It remains our view that employment and wages will not rise rapidly enough over the 18 months to prompt the MPC to hike Bank Rate.

Samuel Tombs (UK Economist)15th Jun 2021 18:00U.K.

15 June 2021 Reopening Price Rises to Drive Above-Consensus May CPI Print

We think CPI inflation picked up to 1.9% in May, from 1.5% in April, exceeding the 1.8% consensus. 

Samuel Tombs (UK Economist)14th Jun 2021 18:00U.K.

7 June 2021 Is Still-High Furlough Scheme Usage a Cause for Concern?

MPC members have made it clear that the evolution of slack in the labour market will have a crucial bearing on the timing of the first increase in Bank Rate.

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

4 June 2021 The PMI's Ebullience Contrasts Starkly with Other Surveys

Recent indicators of economic activity are not as uniformly positive as we hoped.

Samuel Tombs (UK Economist)4th Jun 2021 00:00U.K.

2 June 2021 Manufacturers Can't Ride the Restocking Wave Forever

The manufacturing sector currently is enjoying a remarkably strong recovery.

Samuel Tombs (UK Economist)1st Jun 2021 18:00U.K.

1 June 2021 Will the Real Gertjan Vlieghe Please Stand Up?

A speech by MPC member Gertjan Vlieghe caught the attention of many investors last week. Immediately after his speech was published at 12:00 BST on Thursday, sterling jumped by...

Samuel Tombs (UK Economist)31st May 2021 18:00U.K.

27 May 2021 Markets are Becoming More Responsive to Data Surprises Again

We have detected a clear shift in the importance placed by markets on the regular macro data over the last month.

Samuel Tombs (UK Economist)26th May 2021 17:22U.K.

25 May 2021 Surveys Point Unambiguously to Higher Services Inflation Ahead

Surveys Point Unambiguously to Higher Services Inflation Ahead

Samuel Tombs (UK Economist)24th May 2021 18:00U.K.

24 May 2021 What will Follow Households' Summer Spending Spree?

What will Follow Households' Summer Spending Spree?

Samuel Tombs (UK Economist)24th May 2021 00:00U.K.

20 May 2021 Surging Energy Prices won't Distract the MPC from Modest Core Inflation

Surging Energy Prices won't Distract the MPC from Modest Core Inflation

Samuel Tombs (UK Economist)19th May 2021 18:00U.K.

17 May 2021 April CPI Inflation to Exceed the Consensus

April CPI Inflation to Exceed the Consensus

Samuel Tombs (UK Economist)17th May 2021 00:00U.K.

7 May 2021 The MPC's New Forecasts Signal that Rate Expectations are too High

The MPC's New Forecasts Signal that Rate Expectations are too High

Samuel Tombs (UK Economist)6th May 2021 18:00U.K.

29 Apr 2021 Flat Food Prices will Help to Restrain the Headline Inflation Rate

Flat Food Prices will Help to Restrain the Headline Inflation Rate

Samuel Tombs (UK Economist)28th Apr 2021 18:00U.K.

28 Apr 2021 Why is the RPI-CPI Gap So Small When House Prices are Surging?

Why is the RPI-CPI Gap So Small When House Prices are Surging?

Samuel Tombs (UK Economist)27th Apr 2021 18:00U.K.

22 Apr 2021 CPI Inflation will Exceed the 2% Target only Modestly and Briefly

CPI Inflation will Exceed the 2% Target only Modestly and Briefly

Samuel Tombs (UK Economist)21st Apr 2021 18:00U.K.

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