Pantheon Macroeconomics

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  • Erratic falls in equipment manufacturing and mining kept GDP unchanged month-to-month in January.
  • We lower our forecast for quarter-to-quarter GDP growth in Q1 to 0.2%, from 0.3% previously.
  • War in Iran is a serious downside risk to activity, but we expect slower growth rather than a sudden stop.

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Keywords for: 17 March 2026 UK Monitor

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