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27th Nov 2025 11:56UKWeekly Monitor
  • The Chancellor is gambling on the MPC cutting rates rapidly, but the Budget provides little reason to do so.
  • We think gilts are ripe for a sell-off as the market digests the details of shaky Budget plans.
  • This week’s data releases will show a only small hit to activity from months of pre-Budget speculation.

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Keywords for: 1 December 2025 UK Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence