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.

Datanotes Oliver Allen (Senior US Economist)

PM Datanote: US Retail Sales, May

Underlying sales volumes holding up...for now.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, June 7

More to the uptick in claims than residual seasonality.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Small Business Optimism Survey, May

Sentiment up from the April lows, but small businesses remain under pressure.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, May

We doubt services inflation will reaccelerate sharply.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, April

Net trade and inventories on course for a big combined boost to headline GDP in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, May

Consumers breathe a sigh of relief, but the labor market still is softening.

Oliver Allen (Senior US Economist)US

PM Datanote: US S&P Global Composite PMI, May

Economy robust in the face of tariff uncertainty for now.

Oliver Allen (Senior US Economist)US

PM Datanote: US Michigan Sentiment Survey, May

 Extremely low response rate and partisan divide raise questions over reliability.

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Housing Market Index, May

 Pointing to a sharp fall in new home sales & residential construction.

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