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

Global Datanote: Employment, US, March 2025

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

Samuel TombsGlobal

PM Datanote: US Employment, March

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

Samuel TombsUS

PM Datanote: US Personal Incomes & Spending, February

Clear signs of an underlying consumer slowdown.

Samuel TombsUS

Global Datanote: US Employment, February

  • In one line: A snapshot of a prior age, before the shift in federal government policies undermined confidence.

Samuel TombsGlobal

PM Datanote: US Employment, February

A snapshot of a prior age, before the shift in federal government policies undermined confidence.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims / International Trade

Challenger data point to a big rise in claims this spring.

Samuel TombsUS

PM Datanote: US ADP Employment, February

 Why use a broken compass when you have GPS?

Samuel TombsUS

PM Datanote: US Personal Income & Spending, January

Still set for decent spending growth in Q1 overall, but a slowdown looms further ahead.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, February 22

Heavy snowfall mostly to blame for the rise.

Samuel TombsUS

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

Decision-making on hold until the federal policy outlook becomes clearer.

Samuel TombsUS

PM Datanote: PM Datanote: US PPI, January

Disinflation still on track; consistent with 2.6% core PCE inflation, down 0.2pp from December.

Samuel TombsUS

Global Datanote: US Employment, January

  • In one line: Positive near-term revisions offset the subpar January print; a March easing is off the table.

Samuel TombsGlobal

PM Datanote: US CPI, January

Seasonals still failing to offset new year price rises; February data will reassure the FOMC.

Samuel TombsUS

Global Datanote: US CPI, January

  • In one line: Seasonals still failing to offset new year price rises; February data will reassure the FOMC.

Samuel TombsGlobal

PM Datanote: US Employment, January

Positive near-term revisions offset the subpar January print; a March easing is off the table.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, February 1

Trend still low for now; leading indicators paint a mixed picture.

Samuel TombsUS

PM Datanote: US ADP Employment, January

Poor track record suggests ADP’s resilient picture should be disregarded.

Samuel TombsUS

PM Datanote: US JOLTS, December

Labor demand still deteriorating, amid tight monetary policy and elevated uncertainty.

Samuel TombsUS

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Keywords for: Publications

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