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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markets

11 May 2021 Sterling's Rally Looks Short-Sighted; IndyRef2 Still More Likely than Not

Sterling's Rally Looks Short-Sighted; IndyRef2 Still More Likely than Not

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

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.

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.

19 Mar 2021 The MPC Remains Relaxed about the Medium-Term Inflation Outlook

The MPC Remains Relaxed about the Medium-Term Inflation Outlook

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

18 Mar 2021 Big Trade Deficits Likely will Return Later this Year

Big Trade Deficits Likely will Return Later this Year

Samuel Tombs (UK Economist)17th Mar 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.

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.

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.

15 Jan 2021 How Severe are the Disruptions at the Border?

How Severe are the Disruptions at the Border?

Samuel Tombs (UK Economist)14th Jan 2021 18:00U.K.

14 Dec 2020 How Far Would Sterling Fall in the Event of No-deal?

Attempting to forecast the likely level of sterling in the event of a no-deal Brexit is more of an art than a science, as it is impossible to know the extent to which this act of...

Samuel Tombs (UK Economist)14th Dec 2020 00:10U.K.

7 Dec 2020 GDP Likely Held Steady in October, as the Second Wave Advanced

We expect October's GDP report, released on Thursday, to show that month-to-month growth slowed to about zero, from 1.1% in September, as consumers retreated to their homes as...

Samuel Tombs (UK Economist)7th Dec 2020 00:10U.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.

16 Nov 2020 CPI Inflation Likely Rose in October, But it's too Soon to Call an Uptrend

We see slight upside risk to the consensus and MPC forecasts that CPI inflation remained at 0.5% in October. We think it nudged up to 0.6%, though admittedly a 0.5% print looks...

Samuel Tombs (UK Economist)16th Nov 2020 00:10U.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)3rd Nov 2020 18:00U.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)2nd Nov 2020 00:10U.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.

15 Oct 2020 What will it Take to Make Economic Data Releases Great Again?

Financial markets have barely reacted to economic data surprises since the Covid-19 crisis commenced in March.

Samuel Tombs (UK Economist)14th Oct 2020 18:10U.K.

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