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.

Oliver Allen (Senior US Economist)

PM Datanote: US FOMC Minutes, October 2025

December hangs in the balance, but substantial easing probably still lies ahead.

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Housing Market Index, November 2025

Dip in mortgage rates providing only a small tailwind.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Small Business Optimism Survey, October 2025

 Pointing to a sharp slowdown in wage growth.

Oliver Allen (Senior US Economist)US

PM Datanote: US Michigan Sentiment Survey, November 2025

Reliability questionable, but grim reading nonetheless.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, October 2025

Likely sending a false alarm on services inflation.

Oliver Allen (Senior US Economist)US

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: US ISM Manufacturing Survey, October 2025

Tariff-led jump goods inflation likely to be temporary.

Oliver Allen (Senior US Economist)US

October 2025 - US Economic Chartbook

THE INFLATION OUTLOOK HAS IMPROVED...

  • ...WHILE HIRING REMAINS DEPRESSED; MORE EASING 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