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.
money and credit data
- In one line:Lower borrowing costs sparked a wave of refinancing in Q1, which likely will unwind in Q2.
Rob Wood (Chief UK Economist)UK
- In one line: Strengthening growth and slowing inflation, but watch the jump in input costs.
Rob Wood (Chief UK Economist)UK
- In one line: Growth beating the MPC's forecast and services inflation easing.
Rob Wood (Chief UK Economist)UK
- In one line:Consumer caution fading in response to lower interest rates.
Rob Wood (Chief UK Economist)UK
- In one line: Downside wage growth surprise will raise MPC confidence that inflation pressures are fading.
Rob Wood (Chief UK Economist)UK
- In one line: Consumer credit rebound backs up retail sales recovery in January.
Samuel TombsUK
- In one line: Households won’t stay this cautious for long.
Samuel TombsUK
- In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.
Samuel TombsUK
- In one line: The trend in wage growth is weakening, but not as dramatically as October’s data imply.
Samuel TombsUK
- In one line: Households remain focussed on repaying debt and replenishing their savings, but we doubt they will become even more cautious ahead.
Samuel TombsUK
- In one line: Much slower wage growth is increasing the chances of a rate cut in H1 2024.
Samuel TombsUK