Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 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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Ian Shepherdson (Chief Economist, Chairman and Founder) Samuel Tombs

16 November 2023 US Monitor Can Kicked; Shutdown Threat Now in January and February Next Year

  • The House Continuing Resolution kicks the can down the road to January and February; it solves nothing.
  • October's retail sales numbers are consistent with a clear slowing in Q4 consumption growth.
  • PPI disinflation continues; the October numbers, alongside the CPI, signal a 0.25% core PCE print.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

16 November 2023 UK Monitor CPI Inflation Falling Quickly Enough for the MPC to Start Easing in Q2

  • October’s 4.6% rate of CPI inflation undershot the MPC’s forecast by 0.2pp, largely due to services prices.
  • The core CPI has risen at a seasonally adjusted annualised rate of just 2.2% over the past three months...
  • ...Some one-off price falls have supported the slowdown, but PPI data suggest it will largelybe sustained.

Samuel TombsUK

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Keywords for: Publications

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