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 NAHB Housing Market Index, June

Demand still falling amid high mortgage rates and elevated uncertainty.

Samuel TombsUS

PM Datanote: US CPI, May

Still waiting for the tariffs to hit.

Samuel TombsUS

PM Datanote: US PPI, May

Tariff pressures remain muted, for now.

Samuel TombsUS

PM Datanote: US JOLTS, April

Rise in openings irreconcilable with other evidence.

Samuel TombsUS

PM Datanote: US Existing Home Sales, April

 Still impeded by high mortgage rates and elevated uncertainty.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, May 17

 Little changed from previous weeks, but weak hiring indicators point to a deterioration soon.

Samuel TombsUS

PM Datanote: US Industrial Production, April

Recent resilience unlikely to last beyond the summer.

Samuel TombsUS

PM Datanote: US PPI, April

Pointing to a mere 0.12% rise in the core PCE deflator, and margin pressure for distributors.

Samuel TombsUS

Global Datanote: ISM Manufacturing Survey, US, April, 2025

  • In one line: Headline index steady in April; but a lot of pain lies ahead.

Samuel TombsGlobal

PM Datanote: US ISM Manufacturing Survey, April

Headline index steady in April; but a lot of pain lies ahead.

Samuel TombsUS

PM Datanote: US Personal Income & Spending / Pending Home Sales

Growth in services spending has slowed only modestly, but a sharper decline lies ahead.

Samuel TombsUS

PM Datanote: US ECI / ADP Employment

The downshift in labor cost inflation will resume, soon.

Samuel TombsUS

PM Datanote: US ECI / ADP Employment

The downshift in labor cost inflation will resume, soon.

Samuel TombsUS

PM Datanote: US JOLTS, March

The post-election pick-up in labor demand has fully unwound.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, April 19

No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.

Samuel TombsUS

PM Datanote: US S&P Global Composite PMI, April

Slowing, not careering towards recession.

Samuel TombsUS

Global Datanote: CPI, US, March, 2025

  • In one line: Tariffs will snatch defeat from the jaws of victory.

Samuel TombsGlobal

PM Datanote: US CPI, March

Tariffs will snatch defeat from the jaws of victory.

Samuel TombsUS

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Keywords for: Publications

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