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.

Daily Monitor Global Datanotes Oliver Allen (Senior US Economist)

PM Datanote: US S&P Global Composite PMI, March 2026

Energy shock adding to the headwinds for growth and employment.

25 March 2026 US Monitor The disinflationary case for AI is far from clear cut

  • Calls that AI already justifies lower interest rates look ill-founded, given the limited productivity boost so far.
  • AI might prove more disinflationary in the future, but the picture is highly uncertain.
  • A faster “speed limit” for the economy seems more likely than much lower inflation and interest rates.

PM Datanote: US Retail Sales, January 2026

The underlying trend in core sales still is slowing.

PM Datanote: US ISM Services Survey, February 2026

Encouraging signs, but an unreliable guide to the hard data.

PM Datanote: US Consumer Confidence, February 2026

Still pointing to a weaker labor market, but big recent revisions raise questions.

PM Datanote: US New Home Sales, November / December 2025

The latest sales data are near worthless; homebuilders are still under pressure.

PM Datanote: US Retail Sales, December 2025

Weak underlying sales probably a sign of what's to come.

PM Datanote: US International Trade, November 2025

Trade's contribution to Q4 GDP growth probably significant but not enormous.

PM Datanote: US Consumer Confidence, January 2026

Spending slowdown and further labor market weakness are likely.

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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,