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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28 July 2021 Brexit is Limiting Trade and will be a Key Constraint on the Recovery

On the face of it, May's trade data suggest Brexit's adverse impact has faded considerably... ...But the U.K. is not benefiting from the global upswing in trade to the same...

Samuel Tombs (UK Economist)U.K.

26 July 2021 July's PMI Data Embellish the Picture of a Slowing Recovery

The larger-than-consensus fall in the composite PMI adds to evidence that the recovery is slowing. The disruption caused by Covid-19 cases is only part of the story; a weaker...

Samuel Tombs (UK Economist)U.K.

24 June 2021 Don't Take the PMIs at Face Value, Other Surveys Signal Slower Growth

June's Markit/CIPS PMIs suggest that the economic recovery still has plenty of momentum.

Samuel Tombs (UK Economist)U.K.

14 June 2021 April GDP Shows Q2 Rebound on Track, But Progress will Slow in H2

We're sticking with our forecast for a 5.3% quarter-on-quarter rise in GDP in Q2 in the wake of April's GDP report. 

Samuel Tombs (UK Economist)U.K.

2 June 2021 Manufacturers Can't Ride the Restocking Wave Forever

The manufacturing sector currently is enjoying a remarkably strong recovery.

Samuel Tombs (UK Economist)U.K.

25 Nov 2020 Herd Immunity Is a Realistic Possibility by May

News from AstraZeneca that its vaccine is 70% effective at preventing Covid-19 symptoms leaves leaked government plans for a rapid immunisation programme looking realistic.

Samuel Tombs (UK Economist)U.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)U.K.

23 Oct 2020 Reforms to the Job Support Scheme will Keep a Lid on Unemployment

The Chancellor's alterations to the Job Support Scheme--JSS--yesterday were substantial enough to reduce meaningfully the scale of job losses ahead.

Samuel Tombs (UK Economist)U.K.

6 Oct 2020 The Recovery Is Grinding to a Halt, in the face of the Second Wave

We don't take much reassurance from the upward revision to the business activity index of Markit's services PMI to 56.1, from the flash estimate, 55.1.

Samuel Tombs (UK Economist)U.K.

24 Sept 2020 Near-Real-Time Data Signal Fading Consumer Services Activity

Business surveys released this week suggest the economic recovery decelerated in early September.

Samuel Tombs (UK Economist)U.K.

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