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.

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Daily Monitor Oliver Allen (Senior US Economist)

2 May 2025 US Monitor Claims boosted by school holiday timing, but the trend will rise soon

  • Last week's jump in initial claims was entirely due to the timing of school holidays in New York state. 
  • Leading indicators, however, are continuing to deteriorate; layoffs in logistics are just a couple weeks off.
  • The April ISM manufacturing survey points to a plunge in output and higher core goods prices.
Oliver Allen (Senior US Economist)US

1 May 2025 US Monitor The Q1 fall in GDP misleads, but weak growth lies ahead this year

  • The 0.3% drop in headline Q1 GDP exaggerates how rapidly the economy was slowing...
  • ...Consumers' spending on services and non-equipment business investment kept rising in Q1.
  • The tariff shock, however, will be much more intense in a few months' time; stagnation lies ahead.
Oliver Allen (Senior US Economist)US
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Keywords for: Publications

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