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

Please use the filters on the right to search for a specific date or topic.

e.u. Money

30 Sept 2021 Consumers are Missing in Action, will they Finally Stop Saving in Q4

  • Households continued to add to their stock of savings at a faster rate in August than before Covid.
  • Unsecured lending rose only modestly too; lower confi- dence in September points to still-subdued spending.
  • Surging energy prices mean we are lifting our 2022 CPI inflation forecast to 3.4%, from 3.2% two weeks ago.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, August 2021

  • In one line: Households still saving more than usual; psychology unlikely to improve in Q4.

Samuel Tombs (UK Economist)U.K.

1 Sept 2021 Households are Prioritising Debt Repayments Over Having Fun

  • Households' stock of excess savings rose in July to 8.3% of 2020 GDP, after another cautious month.
  • The proportion of credit card debt repaid rose to a record high; ad hoc mortgage payments were high too.
  • Businesses aren't borrowing either, though capex still looks set to recover from rock-bottom levels in 2022.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, July 2021

  • In one line: Households remain stuck in a cautious mindset.

Samuel Tombs (UK Economist)U.K.

30 July 2021 June's Money Data Point to Increased Consumer Caution

The slowdown in consumer credit gross lending in June suggests monthly GDP growth slowed.
Households remained cautious; last month liquid assets increased at a faster rate than pre-Covid.
Businesses increased their net external finance for the first time since February; a positive sign for capex.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, June 2021

In one line: Households remain slightly cautious.

Samuel Tombs (UK Economist)U.K.

30 June 2021 Money Data Show Households Still Aren't Throwing Caution to the Wind

The BoE’s money and credit data suggest that the economy continued to recover in May, but remained constrained by households' and businesses’ lingering cautiousness.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, May & Nationwide House Prices, June 2021

In one line: Households and firms haven’t shaken off their cautious mindset yet.

Samuel Tombs (UK Economist)U.K.

3 June 2021 April Money Data Signal a Steady, not Spectacular, Recovery in GDP

April's money and credit data suggest that the economic recovery is progressing, but not at a stellar rate.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, April 2021

In one line: Households saved the least since Covid began, but aren't confident enough yet to splurge.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, March 2021

In one line: Mortgage approvals will rebound in Q2.

Samuel Tombs (UK Economist)U.K.

16 Apr 2021 Sterling at Risk of Falling Further Over the Remainder of this Year

Sterling started 2021 on the front foot, rising to $1.41 in mid-February, from $1.37 at the end of last year.

Samuel Tombs (UK Economist)U.K.

30 Mar 2021 Households Likely Won't Splurge their Recently Accumulated Cash

The latest money and credit data show that the mortgage market cooled in February, with house purchase approvals falling to 87.7K in February, from 99.0K in January, and remortgaging remaining low.

Samuel Tombs (UK Economist)U.K.

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Keywords for: U.K. Documents

U.K. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence