Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 6 months. If you are looking for reports older than 6 months please email, or contact your account rep

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

PM Datanote: US NAHB Homebuilders Survey, February

Homebuilders are enjoying lower rates


PM Datanote: Industrial Production, January

Still in the doldrums, for now.


PM Datanote: ISM Manufacturing Survey, January

Tentative signs that manufacturing is past the worst.


PM Datanote: Durable Goods Orders/Weekly Jobless Claims

Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.


PM Datanote: Consumer Sentiment/Existing Home Sales

Consistent with another solid consumption print in Q1.


PM Datanote: Housing Starts/Philly Fed

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


PM Datanote: Industrial Production, December

UAW strike impact fully reversed in December; manufacturing output ex-autos is still falling outright.


PM Datanote: Retail Sales, December

A solid end to 2023 means a positive carryover into Q1.


PM Datanote: U.S. ISM Services Survey, December

Too soon to conclude that downward trend is in place.


PM Datanote: U.S. ADP Employment/Jobless Claims

Sharp drop in claims probably is noise; the ADP is deeply unreliable.


PM Datanote: U.S. ISM Manufacturing Survey, December

Better than expected, but still poor.


PM Datanote: U.S. New Home Sales, November

Poor, but likely to improve over the next couple months.


PM Datanote: U.S. Durable Goods Orders, November

The underlying picture remains weak, despite the positive headline numbers.


PM Datanote: U.S. Existing Home Sales, November

Beginning to turn the corner, but the recovery will be slow.


PM Datanote: U.S. Housing Starts, November

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


PM Datanote: U.S. Industrial Production, November

Unwinding of the UAW strike hit boosts manufacturing, but output ex-autos remains weak.


PM Datanote: U.S. Retail Sales, November

Real consumption is on course for a solid Q4, but slower than Q3.


PM Datanote: U.S. Michigan Consumer Sentiment, December

Sharp decline in inflation expectations is welcome news for the Fed.


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Keywords for: U.S. Documents

U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,