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.

economy

28 July 2021 Brexit is Limiting Trade and will be a Key Constraint on the Recovery

On the face of it, May's trade data suggest Brexit's adverse impact has faded considerably... ...But the U.K. is not benefiting from the global upswing in trade to the same...

Samuel Tombs (UK Economist)U.K.

23 July 2021 The Peak for Covid-19 Cases is Within Sight

Growth in new Covid-19 cases has eased in recent days, bringing hope that infections will top out well below the 100K-a-day level forewarned by the new Health Secretary...

Samuel Tombs (UK Economist)U.K.

22 July 2021 Tax Rises Still will be Needed for a 3% Budget Deficit

We continue to think that the government will need to press ahead with its planned fiscal tightening over the next two years, if it wants to ensure that borrowing drops to 3%...

Samuel Tombs (UK Economist)U.K.

1 July 2021 Households' Wealth hasn't Soared, Despite Recent Cash Hoarding

The story of the U.K. economy's underperformance relative to its international peers remains intact after the Q1 national accounts. 

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.

29 June 2021 The Bullish Case for Sterling is Weak; the MPC Won't Hike First

The pound's retreat during June to $1.39, from $1.42, will have left many investors who have been long sterling this year--a crowded trade--nursing unrealised losses.

Samuel Tombs (UK Economist)U.K.

28 June 2021 Will Domestic Tourism Limit the Slowdown in GDP growth in Q3?

With timely indicators suggesting that travel within the U.K. rather than abroad will prove popular over the summer, the domestic tourism sector looks set to receive a much-needed...

Samuel Tombs (UK Economist)U.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)U.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)U.K.

9 June 2021 GDP Likely Jumped to Within 4% of its Pre-Covid Level in April

We expect April's GDP report, released on Friday, to show that the economy continued to recover at a rapid rate in April.

Samuel Tombs (UK Economist)U.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)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.

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)U.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)U.K.

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