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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29 July 2021 Strong Pushback from the MPC's Doves Suggests QE will Roll on

Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years... ...But only two members have implied they will vote to end QE; pushback from the...

Samuel Tombs (UK Economist)U.K.

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.

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.

14 June 2021 April GDP Shows Q2 Rebound on Track, But Progress will Slow in H2

We're sticking with our forecast for a 5.3% quarter-on-quarter rise in GDP in Q2 in the wake of April's GDP report. 

Samuel Tombs (UK Economist)U.K.

4 Nov 2020 Manufacturing will be a Bright Spot Through the Bleak Winter

Equity markets are correctly concluding that the outlook for U.K.-listed manufacturers is brighter than for most other firms.

Samuel Tombs (UK Economist)U.K.

2 Nov 2020 QE Extension Now Very Likely this Week, Given the Second Lockdown

The case for the MPC to extend its asset purchase programme into 2021 is compelling. The mere 2.1% month-to-month rise in GDP in August has left the Committee's September...

Samuel Tombs (UK Economist)U.K.

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