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.

gdp

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)14th Jun 2021 00:00U.K.

UK Datanote: U.K. GDP and Trade, April 2021

In one line: Growth in line with expectations; May likely saw further progress.

Samuel Tombs (UK Economist)11th Jun 2021 15:23U.K.

9 June 2021 GDP Likely Jumped to Within 4% of its Pre-Covid Level in April

We expect April's GDP report, released on Friday, to show that the economy continued to recover at a rapid rate in April.

Samuel Tombs (UK Economist)8th Jun 2021 18:00U.K.

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.

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.

26 May 2021 The Public Finances are Healing, But not as Rapidly as April's Data Imply

The Public Finances are Healing, But not as Rapidly as April's Data Imply

Samuel Tombs (UK Economist)25th May 2021 18:00U.K.

25 May 2021 Surveys Point Unambiguously to Higher Services Inflation Ahead

Surveys Point Unambiguously to Higher Services Inflation Ahead

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

24 May 2021 What will Follow Households' Summer Spending Spree?

What will Follow Households' Summer Spending Spree?

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

21 May 2021 Recovery Update: Now We're Sucking Diesel

Recovery Update: Now We're Sucking Diesel

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

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

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

Samuel Tombs (UK Economist)14th May 2021 00:00U.K.

13 May 2021 The U.K. Likely was the G7's Laggard for the Last Time in Q1

The U.K. Likely was the G7's Laggard for the Last Time in Q1

Samuel Tombs (UK Economist)12th May 2021 18:00U.K.

UK Datanote: U.K. GDP & Trade, March / Q1 2021

U.K. GDP & Trade, March and Q1 2021

Samuel Tombs (UK Economist)12th May 2021 16:42U.K.

10 May 2021 Health Spending Likely Drove Above- Consensus GDP Growth in March

Health Spending Likely Drove Above- Consensus GDP Growth in March

Samuel Tombs (UK Economist)10th May 2021 00:00U.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.

5 May 2021 Mortgage Lending to Remain High Through the Summer

Mortgage Lending to Remain High Through the Summer

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

30 Apr 2021 The MPC Likely will Wait Another Month to Taper its Gilt Purchases

The MPC Likely will Wait Another Month to Taper its Gilt Purchases

Samuel Tombs (UK Economist)29th Apr 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.

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