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.

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Samuel Tombs

PM Datanote: US Empire State Manufacturing Survey, December

Some signs of pre-tariff inventory accumulation, but few firms are raising prices.

Samuel TombsUS

December 2024 - US Economic Chartbook

Looser labour market will spur more Fed easing...

but tariff-led inflation will slow the pace, soon

Samuel TombsUS

16 December 2024 US Monitor FOMC likely to follow up a 25bp easing this week with January pause

  • A 25bp easing this week is nailed-on, but recent data suggest a slower pace of rate reductions ahead.
  • The median FOMC participant likely will project 75bp total easing next year, 25bp less than in September.
  • The Fed is still too optimistic about the labor market; 100bp is our base case, but inflation risk is rising.

Samuel TombsUS

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Keywords for: Publications

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