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 Samuel Tombs

PM Datanote: US S&P Global Composite PMI, February 2026

Pointing to a slowdown in underlying GDP growth in Q1.

PM Datanote: US Advance GDP Q4 / Spending & Incomes, Q4 / December 2025

Underlying growth still solid in Q4, but likely to wane.

PM Datanote: US Pending Home Sales, January 2026

Relapsing independently of the snowstorms.

PM Datanote: US Housing Starts, November/December 2025

Permits still lower than in early 2025; a further drop beckons.

Global Datanote: Employment, US, January, 2026

  • In one line: Above trend due to mild weather and a blip in healthcare jobs.

PM Datanote: US Employment, January 2026

Above trend due to mild weather and a blip in healthcare jobs.

PM Datanote: US Jobless Claims / Q3 GDP

 Low claims largely due to lower-than-usual post-holiday layoffs.

Global Datanote: CPI, US, December 2025

In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.

PM Datanote: US CPI, December 2025

Muted rebound in core goods prices suggests tariff pass-through is slowing.

PM Datanote: US Employment, December 2025

Still weak enough to sustain the pressure for more Fed easing.

Global Datanote: Employment, US, December 2025

In one line: Still weak enough to sustain the pressure for more Fed easing.

PM Datanote: US Employment, November 2025

Lackluster, but not alarming enough for a January easing.

Global Datanote: Employment, US, November 2025

In one line: Lackluster, but not alarming enough for a January easing.

PM Datanote: US Personal Incomes & Spending / Michigan Consumer Survey

Soft September sets for stage for more consumer weakness in Q4.

PM Datanote: US PPI, September 2025

Core PCE inflation set to undershoot the FOMC’s forecast in Q4.

Global Datanote: Employment, US, October 2025

  • In one line: Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.

PM Datanote: US Employment, October 2025

Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.

PM Datanote: US JOLTS, August 2025

Drops in the openings-to-unemployment ratio and quits signals slower wage growth ahead.

PM Datanote: US Personal Incomes & Spending, August 2025

Turnaround in consumers’ spending built on shaky foundations.

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence