- © 2025 Pantheon Macroeconomics
- Tel: +1 914 610 3830
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.
Core PCE inflation set to undershoot the FOMC’s forecast in Q4.
Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
Drops in the openings-to-unemployment ratio and quits signals slower wage growth ahead.
Turnaround in consumers’ spending built on shaky foundations.
Unemployment fears resurge; discretionary spending likely to remain subdued.
The puzzle of retailers’ margins has just been revised away.
Surge driven by Texas; the trend is still gently upward sloping.
Tariffs continuing to lift goods prices; pass-through only one-third complete.
Labor demand and capex plans still depressed.
Price pressures are building, but July's data overstate the intensity.
Revisions reveal a sharp slowdown; September easing incoming.
Hard to trust given the rock-bottom response rate.
Services disinflation is partly countering the tariff uplift to goods prices.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence