Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.

Please use the filters on the right to search for a specific date or topic.

Oliver Allen (Senior US Economist)

PM Datanote: US Pending Home Sales, March

Housing market activity likely to slow sharply in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US Durable Goods Orders, March

Rounding off another weak quarter for equipment investment.

Oliver Allen (Senior US Economist)US

PM Datanote: US New Home Sales/Retail Sales Annual Revisions

Residential investment bounced in Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, March 2024

This housing market recovery will be slow.

Oliver Allen (Senior US Economist)US

PM Datanote: US Jobless Claims/Philly Fed

Tranquil labor market conditions unlikely to last much longer.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, March

Encouraging, but too soon to call a real recovery.

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Index, April

Limited inventory of existing homes continues to help homebuilders.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, March

Consumption is still booming...for now.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, April 6

Generous seasonals still depressing claims, but an uptrend is coming.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Survey, March

Small businesses are struggling.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, March

Cost pressures ease further for services companies

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment Report, March

Inconclusive, as always

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, March

A gradual recovery ahead

Oliver Allen (Senior US Economist)US

PM Datanote: US Chicago PMI, March

Disappointing but not definitive

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, March

Further signs of a consumer slowdown.

Oliver Allen (Senior US Economist)US

PM Datanote: US New Home Sales, February

Probably a blip in the uptrend

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, March

Unlikely to remain as strong as February

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Survey, March

Lower rates still supporting for homebuilders

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, February: No upturn visible yet

No upturn visible yet

Oliver Allen (Senior US Economist)US

PM Datanote: US Empire State Survey: No signs of recovery yet

No signs of recovery yet

Oliver Allen (Senior US Economist)US

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