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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london

22 Feb 2022 The PMI Points to a Swift Recovery from Omicron and Solid Q1 Growth

  • Markit's composite PMI points to brisk GDP growth in Q1; the Omicron hit has faded quickly.
  • Other indicators, however, including the ONS' BIC survey, are less upbeat, so we expect 0.6% q/q growth.
  • Output prices in the manufacturing and services sec- tor are still surging; a March rate hike is a done deal.

Samuel Tombs (UK Economist)U.K.

21 Jan 2022 House Price Growth to Slow in 2022 as Mortgage Rates Rise

  • House price growth remained strong in Q4, despite the return of the SDLT threshold to £125K at the end of Q3.
  • Timely indicators, however, suggest Omicron weighed on buyer demand at the end of the year, and in January.
  • Higher mortgage rates and falling real incomes will cause house price growth to decelerate this year.

Samuel Tombs (UK Economist)U.K.

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Keywords for: U.K. Documents

U.K. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence