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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Oliver Allen (Senior US Economist)

26 March 2025 US Monitor A consumer slowdown looks more likely than an imminent recession

  • The consumer surveys have deteriorated sharply, but probably overstate the incoming slowdown.
  • Air passenger numbers are 4% below their peak, matching the drawdown before the 2001 recession...
  • ...But similar declines also were seen in 2005 and 2006, without recession immediately ensuing.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, Feb.

Providing some reassurance on service sector activity.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, February

 Manufacturing recovery already showing signs of fading.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, January

Net trade set to drag heavily on growth amid a pre-tariff surge in imports.

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