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 info@pantheonmacro.com, or contact your account rep

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

November/Weekly Claims

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.

US

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

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

US

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

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

US

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

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

US

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

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

US

PM Datanote: U.S. Housing Starts, November

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

US

PM Datanote: U.S. Industrial Production, November

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

US

PM Datanote: U.S. Retail Sales, November

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

US

PM Datanote: U.S. Weekly Jobless Claims, Dec 1

No change to the benign picture.

US

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

Still no sign of a rollover in services.

US

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

Stuck in a rut, with few signs of an improvement ahead.

US

PM Datanote: U.S. Durable Goods Orders/Initial Jobless Claims

Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.

US

PM Datanote: U.S. NAHB Survey, November

Likely to improve from here, but only very slowly.

US

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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,