Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

2nd Mar 2026 11:25UKDaily Monitor
  • Energy-price rises, if sustained, would add 0.2-to-0.3pp to UK inflation in July, and 0.2pp at year-end.
  • The market’s 50:50 probability of a March cut looks fair in these early hours after events in the Middle East.
  • But two MPC rate cuts this year are unlikely if energy prices drive inflation to re-accelerate in H2 2026.

PDF

This publication is only available to U.K. (Monitor) subscribers

Related Publications

No results...

Are you taking full advantage of our daily publications?

Pantheon Macroeconomics produce daily publications for U.S., Eurozone, Latin America, UK and Asia, as well as analysis on key data within a few minutes of their release.

U.S. Economic Research
Eurozone Economic Research
Latin America Economic Research
UK Economic Research
Asia Economic Research
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: 3 March 2026 UK Monitor

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