Pantheon Macroeconomics

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UK Publications

Below is a list of our UK 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.

pmi

UK Datanote: Construction PMI, April 2025

  • In one line: The Construction PMI improves but signals falling activity, it will remain weak for some time.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, April 2025

  • In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, March 2025

  • In one line: Strengthening domestic spending can cushion the tariff blow.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, March 2025

  • In one line: The Construction sector will continue to recover as planning reforms and Government spending boost sentiment.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, February 2025

  • In one line: Widespread uncertainty and weak demand pummel the PMI, but it should recover gradually.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, February 2025

  • In one line: Catastrophic jobs balance exaggerates economic weakness, but risks to our growth forecast are firmly down.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, January 2025

  • In one line: The Construction PMI tanks, but was driven by erratic falls and should improve.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, January 2025

  • In one line: Payroll tax hikes boost inflation and cut growth; the MPC will have to plot a middle path.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, December 2024

  • In one line: Payroll tax hikes boost inflation and cut growth; the MPC will be cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, December 2024

  • In one line: Construction output continues to grow solidly, despite PMI drop in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, October 2024

  • In one line: The PMI falls, but it will rebound after the Budget.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, November 2024

  • In one line: The Budget hit sentiment, but we take some encouragement from the large upward revision to the PMI.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, November 2024

  • In one line: The Budget keeps construction growth solid for now, but boosts inflation pressure and cuts optimism.

Rob Wood (Chief UK Economist)UK

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Keywords for: U.K. Documents

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