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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4 May 2021 This Week Likely will be More Eventful than Markets Anticipate

This Week Likely will be More Eventful than Markets Anticipate

Samuel Tombs (UK Economist)3rd 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.

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.

13 Apr 2021 What are the Best Real-Time Indicators to Track the Reopening?

What are the Best Real-Time Indicators to Track the Reopening?

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

17 Mar 2021 RPI Inflation will be Stickier than Markets Currently Expect

RPI Inflation will be Stickier than Markets Currently Expect

Samuel Tombs (UK Economist)16th Mar 2021 18:00U.K.

16 Mar 2021 The MPC won't Lean Against the Rise in Rate Expectations at this Stage

The MPC won't Lean Against the Rise in Rate Expectations at this Stage

Samuel Tombs (UK Economist)15th 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.

11 Feb 2021 The U.K. will Recover Less Quickly than the U.S., Holding Sterling Back

The U.K. will Recover Less Quickly than the U.S., Holding Sterling Back

Samuel Tombs (UK Economist)10th Feb 2021 18:00U.K.

10 Feb 2021 Will the Yield Curve Continue to Steepen this Year?

Will the Yield Curve Continue to Steepen this Year?

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

20 Jan 2021 December Retail Sales Failed to Recover Much after the Lockdown

December Retail Sales Failed to Recover Much after the Lockdown

Samuel Tombs (UK Economist)19th Jan 2021 18:00U.K.

7 Jan 2021 Will the Post-Brexit Deal Recovery in U.K. Equity Prices Gather Steam?

The last-minute trade deal signed with the E.U. has put a spring in the s tep of U.K. equities.

Samuel Tombs (UK Economist)6th Jan 2021 18:00U.K.

8 Dec 2020 A Brexit Trade Deal Remains the Path of Least Resistance for the PM

Markets have become more nervous about the possibility of a no-deal Brexit, following the absence of a breakthrough in negotiations over the weekend.

Samuel Tombs (UK Economist)7th Dec 2020 18:10U.K.

3 Dec 2020 Don't Expect a Big Rebound in U.K Equities, Even With a Trade Deal

The torrid performance of U.K. equities partially reversed in November with a once-in-a-generation jump in prices.

Samuel Tombs (UK Economist)2nd Dec 2020 18:10U.K.

6 Nov 2020 The MPC Still Sees a Case for More Stimulus, Despite its QE Salvo

Markets interpreted the MPC's decision yesterday to buy £150B more gilts next year, together with its latest forecasts and comments in the minutes, as a sign that the...

Samuel Tombs (UK Economist)5th Nov 2020 18:10U.K.

20 Oct 2020 Will U.K. Equities Reverse their Underperformance After a Brexit Deal?

U.K. equities have been unable to catch a break this year.

Samuel Tombs (UK Economist)19th Oct 2020 18:00U.K.

13 Oct 2020 High Inflation Expectations aren't Warranted by the Outlook

You wouldn't know from markets' inflation expectations that a large deflationary shock recently has hit the economy.

Samuel Tombs (UK Economist)12th Oct 2020 18:00U.K.

29 Sept 2020 No-Deal Is a Risk Too Great for the Conservatives

Sterling yesterday clawed back some of the ground it lost earlier this month, when the government put forward the controversial Internal Markets Bill.

Samuel Tombs (UK Economist)28th Sep 2020 18:10U.K.

18 Sept 2020 QE to Remain the Main Monetary Policy Tool, at Least Until the Spring

The MPC surprised yesterday both with its bullish take on the economy's current health, and with the news that it will begin, in Q4, "structured engagement on the...

Samuel Tombs (UK Economist)17th Sep 2020 18:00U.K.

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