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3rd Jul 2025 15:30UKWeekly Monitor

  • A range of soft and hard data last week supported our call that the economy is rebounding from a soft patch.
  • Fading uncertainty, and recovery after payback from tariff and tax front-running, help growth improve.
  • The DMP shows the pace of disinflation easing too, so we still look for only one more rate cut this year.

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Keywords for: 7 July 2025 UK Monitor

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