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19th Mar 2026 11:46UKWeekly Monitor
  • Higher-for-longer energy prices raise our inflation forecast, and we now build in second-round effects.
  • We cut our GDP growth forecast another 0.5%—now 0.8% since the war started—partly due to higher rates.
  • Market pricing for three hikes is too many, but not wildly too many given upside risk to energy.

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Keywords for: 23 March 2026 UK Monitor

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