UK Publications
Below is a list of our UK 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.
economic survey Samuel Tombs
- In one line: Large bounce in the output index looks suspicious.
Samuel TombsUK
CPI INFLATION WILL BE SUB-2.0% AS SOON AS Q2...
- ...BUT STICKY WAGE GROWTH WILL LIMIT RATE CUTS
Samuel TombsUK
- In one line: Forget the small drop; improving real wage growth will keep confidence rising.
Samuel TombsUK
- In one line: Strengthening recovery will allow the MPC to take its time.
Samuel TombsUK
- In one line: Optimism improving as lower borrowing costs start to underpin demand.
Samuel TombsUK
- In one line: Downward revision to unemployment rate increases pressure on the MPC to wait.
Samuel TombsUK
- In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.
Samuel TombsUK
CPI INFLATION WILL BE BACK TO 2.0% BY APRIL...
- ...BUT THE MPC WON’T RETURN RATES TO NEUTRAL RAPIDLY
Samuel TombsUK
- In one line: Still supporting the case for rate cuts, but wage growth likely will remain stronger than it implies.
Samuel TombsUK
CPI INFLATION TO AVERAGE JUST 2.7% IN 2024...
- ...BUT THE MPC WILL WAIT UNTIL MAY TO CUT BANK RATE
Samuel TombsUK
- In one line: Consistent with unemployment rising more quickly than the MPC expects.
Samuel TombsUK
LARGE FISCAL SQUEEZE STILL PLANNED FOR 2024...
- ...INFLATION WILL FALL FURTHER, TEEING UP A MAY RATE CUT
Samuel TombsUK
- In one line: Consistent with unemployment rising more quickly than the MPC expects.
Samuel TombsUK
- In one line: Labour and raw material costs are starting to fall, as demand undershoots supply.
Samuel TombsUK
In one line: Still pointing to a mild recession, but the survey is probably too downbeat.
Samuel TombsUK
- In one line: The destocking process which is weighing on manufacturing output has further to run.
Samuel TombsUK
