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.

economyFiscal Policy Banks

7 Oct 2021 Could the Economy Withstand the Rate Hikes Markets Expect?

  • Markets expect interest rates to rise more in the next 15 months than in any other period since 2007.
  • Firms are well placed to cope, and the effective interest rate on all mortgage debt would rise only slowly...
  • ...But higher new mortgage rates would hit spending via lower house prices or higher mortgage payments.

Samuel Tombs (UK Economist)U.K.

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.

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)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 0.4%, and the expected level of Bank Rate in two years’ time, as implied by overnight index swap rates, shifted up to 0.35%, from 0.29%.

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