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

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europe

31 Jan 2022 Will 2022 Finally Be the Year U.K. Equities Outperform

  • U.K. equities are up 3% year-to-date, bettering the 10% fall in U.S. and 5% drop in European equities.
  • This outperformance partly is due to the rise in rate expectations, but the U.K. risk premium has declined too.
  • Politics shouldn't weigh so heavily ahead, but the rise in U.K. interest rate expectations looks overdone.

Samuel Tombs (UK Economist)U.K.

26 Nov 2021 Could Europe's Covid Wave Enfeeble Britain's Recovery?

  • The fast rollout of boosters has reduced U.K. hospital admissions, whereas they are surging across Europe.

    Economic contagion for the U.K. in the event of fresh restrictions in the rest of Europe should be modest.

    Manufacturing output would be unaffected, while the weaker euro will help to lower U.K. CPI inflation in 2022.

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