Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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.

Global Oliver Allen (Senior US Economist)

Global Datanote: ISM Manufacturing Survey, US, October 2025

  • In one line: Tariff-led jump in goods inflation likely to be temporary.
Oliver Allen (Senior US Economist)Global

PM Datanote: CPI, US, September 2025

Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.

Oliver Allen (Senior US Economist)Global

Global Datanote: ISM Manufacturing Survey, US, September, 2025

  • In one line: Manufacturing is going nowhere fast.
Oliver Allen (Senior US Economist)Global

Global Datanote: ISM Manufacutring Survey, US, August 2025

  • In one line: Jump in new orders obscures underlying weakness
Oliver Allen (Senior US Economist)Global

Global Datanote: ISM Manufacturing Survey, US, July, 2025

  • In one line: A further climb in goods inflation is still in the pipeline. 
Oliver Allen (Senior US Economist)Global

Global Datanote: Employment, US, July, 2025

  • In one line: Revisions reveal a sharp slowdown; September easing incoming.
Oliver Allen (Senior US Economist)Global

Global Datanote: Advance GDP, US, Q2 2025

  • In one line: Underlying growth has slowed sharply since late 2024.
Oliver Allen (Senior US Economist)Global

Global Datanote: ISM Manufacturing Survey, US, June

In one line: Supply-side disruptions giving way to weak demand

Oliver Allen (Senior US Economist)Global

Global Datanote: ISM Manufacturing Survey, US, May

In one line: Manufacturing remains under pressure.

Oliver Allen (Senior US Economist)Global
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Keywords for: Publications

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