Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 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.

Global Daily Monitor Datanotes Oliver Allen (Senior US Economist)

PM Datanote: US NFIB Small Business Optimism Survey, December 2025

Increasingly untrustworthy.

Oliver Allen (Senior US Economist)US

15 January 2026 US Monitor Consumers' spending probably slowed significantly in Q4

  • Consumers’ spending probably slowed in Q4, despite November’s respectable rise in retail sales.
  • We look for spending growth of 1½-to-2%, far weaker than the 3.5% leap in Q3.
  • The latest PPI data show retailers are continuing to shield consumers from tariff-driven cost increases. 
Oliver Allen (Senior US Economist)US

PM Datanote: US Michigan Sentiment Survey, January 2026

Overstating the gloom, but a downbeat message nonetheless.

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, September/October 2025

Signs of stabilization, but big headwinds remain.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, December 2025

Still an unreliable guide to services spending.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, December 2025

Still struggling for momentum.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, December 2025

Yet more grim news on the labor market.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, October/November 2025

Manufacturing is surviving rather than thriving.

Oliver Allen (Senior US Economist)US

PM Datanote: US GDP, Q3 2025 / Durable Goods Orders, October 2025

Q3's strength is unlikely to be sustained.

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,