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.

eurozone

3 Sept 2021 Why is the U.K.'s Recovery Still Lagging Behind the Eurozone's?

  • The U.K. economy was hit harder by the pandemic and has struggled to catch up to the Eurozone since.
  • Britain's faster rollout of vaccines led many to assume that it would close the gap with the Eurozone in Q3...
  • ...But near-real-time indicators imply Q3 GDP growth actually was stronger in the Eurozone than the U.K.

samuel tombs (UK Economist)U.K.

24 Aug 2021 The Belated Shift Down in the PMIs Highlights a Drawn-out Recovery

  • August's sharp fall in the composite PMI brings it in line with other indicators, which weakened in July.
  • In fact, GDP likely rose at a faster rate in August than July, though it won't match its peak until year-end. 
  • Output prices reportedly rose at a slower pace in August, tentatively supporting the "transitory" take.

samuel tombs (UK Economist)U.K.

11 Aug 2021 Will Sterling Still be 2021's Best Performing Currency by Year End?

By the autumn, vaccination rates no longer will be higher in the U.K. than other advanced economies.
The chances of U.S. and U.K. rates rising in lockstep are remote; the U.S. recovery is far more advanced.
U.K. political risks are low now, but next year investors will start to weigh the risks from the 2024 election.

samuel tombs (UK Economist)U.K.

3 Aug 2021 When will the Manufacturing Sector's Recovery Get Back on Track?

The recovery in the manufacturing sector slowed in July, probably to a complete standstill.
Output should pick up in the autumn, amid easing supply constraints and robust restocking demand...
...But we see little chance of long-term reshoring; Brexit is another barrier to a sustained recovery.

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.

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.

14 May 2021 Britain is Missing Out on the Global Trade Upswing, Due to Brexit

A superficial glance at the U.K.'s trade data suggests that the Brexit bullet has been miraculously dodged.

samuel tombs (UK Economist)U.K.

18 Mar 2021 Big Trade Deficits Likely will Return Later this Year

The trade balance has been very volatile over the last two years, primarily due to the impact of Covid-19 on supply chains and travel, as well as the disruption caused by Brexit.

samuel tombs (UK Economist)U.K.

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