Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
No real sign yet of tariff-linked layoffs.
Further signs of uncertainty weighing on housing.
Pre-tariff jump in manufacturing output likely to reverse sharply.
A slump in manufacturing activity and surge in goods inflation lies ahead.
STAGNATION AHEAD, AS THE TARIFFS HIT REAL INCOMES…
Confidence crumbling even before "Liberation Day".
Tariff uncertainty is weighing on manufacturing.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence