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 Monetary Policy

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.

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)2nd Jun 2021 18:00U.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.

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.

UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, May 2021

U.K. MPC Decision, Minutes & Monetary Policy Report, May 2021

Samuel Tombs (UK Economist)6th May 2021 15:56U.K.

4 May 2021 This Week Likely will be More Eventful than Markets Anticipate

This Week Likely will be More Eventful than Markets Anticipate

Samuel Tombs (UK Economist)3rd May 2021 18:00U.K.

27 Apr 2021 Will Public Borrowing Continue to Undershoot the OBR's Forecast?

Will Public Borrowing Continue to Undershoot the OBR's Forecast?

Samuel Tombs (UK Economist)26th 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.

21 Apr 2021 The MPC Can Be Patient, Despite Less Slack than in the Early 2010s

The MPC Can Be Patient, Despite Less Slack than in the Early 2010s

Samuel Tombs (UK Economist)20th Apr 2021 18:00U.K.

14 Apr 2021 The Economy Continued to Hibernate in February, But will Wake Up Soon

The Economy Continued to Hibernate in February, But will Wake Up Soon

Samuel Tombs (UK Economist)13th Apr 2021 18:00U.K.

19 Mar 2021 The MPC Remains Relaxed about the Medium-Term Inflation Outlook

The MPC Remains Relaxed about the Medium-Term Inflation Outlook

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

16 Mar 2021 The MPC won't Lean Against the Rise in Rate Expectations at this Stage

The MPC won't Lean Against the Rise in Rate Expectations at this Stage

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

5 Mar 2021 The Risks to Public Borrowing Lie to the Upside in the Medium Term

On balance, the risks to the OBR's new public borrowing forecasts are skewed to the upside.

Samuel Tombs (UK Economist)5th Mar 2021 08:13U.K.

25 Feb 2021 The Chancellor Will Duck Major Fiscal Decisions in Next Week's Budget

The Chancellor Will Duck Major Fiscal Decisions in Next Week's Budget

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

16 Feb 2021 Weight Changes will Prevent CPI Inflation Dipping in January

Weight Changes will Prevent CPI Inflation Dipping in January

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

11 Feb 2021 The U.K. will Recover Less Quickly than the U.S., Holding Sterling Back

The U.K. will Recover Less Quickly than the U.S., Holding Sterling Back

Samuel Tombs (UK Economist)10th Feb 2021 18:00U.K.

5 Feb 2021 Negative Rates to be Implementable by August, but Undesirable

Negative Rates to be Implementable by August, but Undesirable

Samuel Tombs (UK Economist)4th Feb 2021 18:00U.K.

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