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.

Oliver Allen (Senior US Economist)

US Durable Goods/Jobless Claims

The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, June

Hit to Q2 GDP growth from net trade probably offset by inventories and investment.

Oliver Allen (Senior US Economist)US

PM Datanote: US industrial production, June

A strong Q2 for manufacturing, but major headwinds persist.

Oliver Allen (Senior US Economist)US

PM Datanote: US Empire State Manufacturing Survey, July

Output lacking momentum, but goods inflation still very much in check.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Survey, June

A slight improvement from a weak base, but challenges remain.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, June

Ugly activity and employment numbers, further signs of disinflation. 

Oliver Allen (Senior US Economist)US

PM Datanote: US Chicago PMI, June

 PMI's June surge tells us nothing about the national picture.

Oliver Allen (Senior US Economist)US

PM Datanote: US Durable Goods Orders/Advance Goods Trade

Net trade and equipment investment both set to drag on Q2 growth.

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, May

Residential investment likely to plunge in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US Univ. of Michigan Consumer Sentiment, June Prelim

A further slowdown in consumption growth seems increasingly likely.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Survey, May

A partial recovery, but still a downbeat picture.

Oliver Allen (Senior US Economist)US

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