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.

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22 Sept 2022 UK Monitor Gilt Issuance to Hit Eye-Watering Levels Next Year

  • Public borrowing has tracked the OBR's forecast this year, but government spending now will soar.
  • Loans to energy suppliers, to limit energy price rises, will boost the cash requirement, but not borrowing.
  • We look for a gross financing requirement of about £325B in 2023/24, but the outlook is very uncertain.

Samuel Tombs (UK Economist)U.K.

20 Sept 2022 UK Monitor August's Drop in Retail Sales Makes a 50bp Bank Rate Hike More Likely

  • The drop in August’s retail sales volumes was below consensus, but almost matched our forecast.
  • The weakness was broad based; consumers cut back on both essential and discretionary goods.
  • The larger-than-consensus fall makes a 50bp increase in Bank Rate this week more likely than a 75bp hike.

Gabriella DickensU.K.

9 Sept 2022 UK Monitor A Recession Now Looks Unlikely, following Bold Energy Price Action

  • The average household will spend less on energy over the next six months than during the last six.
  • So a winter recession now looks unlikely, and the MPC can return to focussing on core CPI inflation.
  • Fiscal policy will stabilise demand, not lift it; job market slack still looks set to emerge, limiting rate hikes.

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