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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income

28 Apr 2021 Why is the RPI-CPI Gap So Small When House Prices are Surging?

Why is the RPI-CPI Gap So Small When House Prices are Surging?

Samuel Tombs (UK Economist)27th 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.

16 Apr 2021 Sterling at Risk of Falling Further Over the Remainder of this Year

Sterling at Risk of Falling Further Over the Remainder of this Year

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

1 Apr 2021 Economy Still on Course for a Post- Lockdown Recovery, but no Boom

Economy Still on Course for a Post- Lockdown Recovery, but no Boom

Samuel Tombs (UK Economist)31st Mar 2021 18:00U.K.

29 Mar 2021 The Recovery in Retail Sales will Fall Flat, After the Q2 Upswing

The Recovery in Retail Sales will Fall Flat, After the Q2 Upswing

Samuel Tombs (UK Economist)29th Mar 2021 00:00U.K.

12 Mar 2021 The Recovery Began in February, Well Before Restrictions were Lifted

The Recovery Began in February, Well Before Restrictions were Lifted

Samuel Tombs (UK Economist)11th Mar 2021 18:00U.K.

10 Mar 2021 The Chancellor has Engineered a Soft Landing for the Housing Market

The Chancellor has Engineered a Soft Landing for the Housing Market

Samuel Tombs (UK Economist)9th Mar 2021 18:00U.K.

8 Mar 2021 A Swifter Recovery At First, But Constraints to Emerge Next Year

A Swifter Recovery At First, But Constraints to Emerge Next Year

Samuel Tombs (UK Economist)8th Mar 2021 00:00U.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.

4 Mar 2021 A Bold Budget, Both In Terms of Near-Term Support and Tax Rises

Chancellor Sunak's second Budget was bolder than widely expected, both in terms of the ne arterm fiscal support provided and the tax rises planned for future years.

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

3 Mar 2021 The New Financing Remit Should Becalm the Gilt Market

3 Mar 2021 The New Financing Remit Should Becalm the Gilt Market

Samuel Tombs (UK Economist)2nd Mar 2021 18:00U.K.

26 Feb 2021 Business Investment and Taxes Can Both Rise, with the Right Policies

Business Investment and Taxes Can Both Rise, with the Right Policies

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

15 Feb 2021 Weakness in Capex and Exports will Temper the Consumer-led Rebound

Weakness in Capex and Exports will Temper the Consumer-led Rebound

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

25 Jan 2021 Public Borrowing Set to Hit £400B this Year, Despite Recent Trends

The public finances are in worse shape than the latest borrowing numbers indicate. For now, the ONS estimates that borrowing on the main "PSNB ex."

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

11 Jan 2021 How Close is the MPC to Pulling the Negative Rates Trigger?

How Close is the MPC to Pulling the Negative Rates Trigger?

Samuel Tombs (UK Economist)11th Jan 2021 00:00U.K.

8 Jan 2021 The Medium-Term Outlook for Residential Investment is Bright

The Medium-Term Outlook for Residential Investment is Bright

Samuel Tombs (UK Economist)7th Jan 2021 18:00U.K.

5 Jan 2021 Housing Market Activity will Plunge in Q2, without Government Support

Housing Market Activity will Plunge in Q2, without Government Support

Samuel Tombs (UK Economist)24th Dec 2020 12:34U.K.

4 Dec 2020 Will the Impediments to Negative Rates Lessen Next Year?

Markets no longer are confident that the MPC will reduce Bank Rate below zero next year, from its current 0.10% rate.

Samuel Tombs (UK Economist)3rd Dec 2020 18:10U.K.

23 Nov 2020 New OBR Forecasts to Shed Light on Scale of Future Fiscal Tightening

The run of lower-than-expected, though still high, public borrowing continued in October, with "PSNB ex." coming in at £22.3B, well below the £28.7B anticipated by the...

Samuel Tombs (UK Economist)23rd Nov 2020 00:10U.K.

12 Nov 2020 The Boost to GDP from Post-Covid Dis-Saving will be Slow Burning

Positive news from Pfizer on the efficacy of its candidate vaccine has brought the post-Covid world into closer focus.

Samuel Tombs (UK Economist)11th Nov 2020 18:10U.K.

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