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.

Please use the filters on the right to search for a specific date or topic.

Equities Housing Supply

PM Datanote: Housing Starts, March 2024

Large fall is likely an Easter timing quirk; the trend still looks flat.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

February 2024 - U.K. Housing Watch

PRICES HAVE TURNED A CORNER; EXPECT A 5% RISE IN 2024...

  • ...AS REAL INCOMES RISE & MORTGAGE RATES EDGE LOWER

Samuel TombsUK

January 2024 - U.K. Housing Watch

PRICES HAVE NEARLY STABILISED; EXPECT A 5% RISE IN 2024...

  • ...AS REAL INCOMES RISE & MORTGAGE RATES KEEP FALLING

Samuel TombsUK

PM Datanote: Housing Starts/Philly Fed

Starts data are noisy, but a modest housing recovery is underway.

US

December 2023 - U.K. Housing Watch

HOUSE PRICE NADIR IS JUST A COUPLE OF MONTHS AWAY...

  • ...FALLING MORTGAGE RATES WILL LEAD TO A 5% RISE IN 2024

Samuel TombsUK

PM Datanote: U.S. Housing Starts, November

Probably an overshoot, but a steady increase in single-family starts lies ahead.

US

November 2023 - U.K. Housing Watch

MORTGAGE RATES TO FALL FASTER THAN WE EXPECTED IN Q1...

  • ...WE NOW FORESEE A 5%, NOT 6%, PEAK-TO-TROUGH FALL IN PRICES

Samuel TombsUK

PM Datanote: U.S. Housing Starts, October

The recovery in construction activity is stalling, for now.

US

PM Datanote: U.S. Housing Starts, September

The rebound in construction activity is already petering out.

US

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Keywords for: Publications

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