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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25 June 2021 The First Rate Hike Still Looks Distant, after June's MPC Minutes

Investors hoping for a more hawkish tone from the MPC were left disappointed yesterday.

Samuel Tombs (UK Economist)24th Jun 2021 18:00U.K.

UK Datanote: U.K. Retail Sales, May 2021

In one line: Still high, though timelier data point to some renewed consumer caution.

Samuel Tombs (UK Economist)18th Jun 2021 16:37U.K.

16 June 2021 Rising Employment Won't Box the MPC into a Corner on Rates

It remains our view that employment and wages will not rise rapidly enough over the 18 months to prompt the MPC to hike Bank Rate.

Samuel Tombs (UK Economist)15th Jun 2021 18:00U.K.

9 June 2021 GDP Likely Jumped to Within 4% of its Pre-Covid Level in April

We expect April's GDP report, released on Friday, to show that the economy continued to recover at a rapid rate in April.

Samuel Tombs (UK Economist)8th Jun 2021 18:00U.K.

7 June 2021 Is Still-High Furlough Scheme Usage a Cause for Concern?

MPC members have made it clear that the evolution of slack in the labour market will have a crucial bearing on the timing of the first increase in Bank Rate.

Samuel Tombs (UK Economist)7th Jun 2021 00:00U.K.

4 June 2021 The PMI's Ebullience Contrasts Starkly with Other Surveys

Recent indicators of economic activity are not as uniformly positive as we hoped.

Samuel Tombs (UK Economist)4th Jun 2021 00:00U.K.

3 June 2021 April Money Data Signal a Steady, not Spectacular, Recovery in GDP

April's money and credit data suggest that the economic recovery is progressing, but not at a stellar rate.

Samuel Tombs (UK Economist)2nd Jun 2021 18:00U.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)1st Jun 2021 18:00U.K.

28 May 2021 The Economy Still is Convalescing, No Sign of a Consumer Boom

The Economy Still is Convalescing, No Sign of a Consumer Boom

Samuel Tombs (UK Economist)28th May 2021 00:00U.K.

27 May 2021 Markets are Becoming More Responsive to Data Surprises Again

We have detected a clear shift in the importance placed by markets on the regular macro data over the last month.

Samuel Tombs (UK Economist)26th May 2021 17:22U.K.

24 May 2021 What will Follow Households' Summer Spending Spree?

What will Follow Households' Summer Spending Spree?

Samuel Tombs (UK Economist)24th May 2021 00:00U.K.

21 May 2021 Recovery Update: Now We're Sucking Diesel

Recovery Update: Now We're Sucking Diesel

Samuel Tombs (UK Economist)20th May 2021 18:00U.K.

12 May 2021 Is an Early General Election Likely, Once the FTPA has been Scrapped?

Is an Early General Election Likely, Once the FTPA has been Scrapped?

Samuel Tombs (UK Economist)11th May 2021 18:00U.K.

UK Datanote: U.K. BRC Retail Sales Monitor, April 2021

U.K. BRC Retail Sales Monitor, April 2021

Samuel Tombs (UK Economist)11th May 2021 15:12U.K.

10 May 2021 Health Spending Likely Drove Above- Consensus GDP Growth in March

Health Spending Likely Drove Above- Consensus GDP Growth in March

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

29 Apr 2021 Flat Food Prices will Help to Restrain the Headline Inflation Rate

Flat Food Prices will Help to Restrain the Headline Inflation Rate

Samuel Tombs (UK Economist)28th Apr 2021 18:00U.K.

26 Apr 2021 The Recovery is Breaking into Its Stride, But No Dissaving Boom Yet

The Recovery is Breaking into Its Stride, But No Dissaving Boom Yet

Samuel Tombs (UK Economist)26th Apr 2021 00:00U.K.

20 Apr 2021 Reopening Stock-take: So Far, So Good, But a Long Way to Go

Reopening Stock-take: So Far, So Good, But a Long Way to Go

Samuel Tombs (UK Economist)19th Apr 2021 18:00U.K.

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