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)
Equipment investment likely to remain anemic at best.
Oliver Allen (Senior US Economist)US
- Today’s PCE report likely will show a rebound in real consumption and a 0.4% rise in the core deflator.
- Threatened auto tariffs would likely raise the core price level by 0.2-to-0.4percentage points.
- Soaring gold imports imply a much smaller drag on Q1 GDP from net trade than headline data suggest.
Oliver Allen (Senior US Economist)US
- Regional Fed surveys suggest that services sector activity, hiring and investment is slowing sharply.
- The message on inflation is mixed, but firms expect their pricing power to wane.
- February’s orders report provides further signs the recovery in equipment investment is already fading.
Oliver Allen (Senior US Economist)US
- 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
Providing some reassurance on service sector activity.
Oliver Allen (Senior US Economist)US
Manufacturing recovery already showing signs of fading.
Oliver Allen (Senior US Economist)US
Net trade set to drag heavily on growth amid a pre-tariff surge in imports.
Oliver Allen (Senior US Economist)US
