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.

Datanotes Oliver Allen (Senior US Economist)

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

 Collapsing response rate casts doubt, but the backdrop looks weak.

Oliver Allen (Senior US Economist)US

PM Datanote: US Productivity, Q2 2025

Flattered by GDP distortions in Q2, but the underlying trend still is solid.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, July 2025

A further climb in goods inflation is still in the pipeline.

Oliver Allen (Senior US Economist)US

PM Datanote: US Personal Incomes & Spending, June 2025

Core inflation set to climb further as spending barely grows.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance GDP, Q2

Underlying growth has slowed sharply since late 2024.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, July 19

Auto shutdowns distort the picture; labor market likely still loosening.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, June

Weak demand and recovering supply are putting pressure on prices.

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, June

The underlying trend in residential construction is flat and likely to turn lower.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, July 12

Low simply because auto plant shutdowns have been less prevalent than usual.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, June

Sales growth less impressive in real terms; consumer slowdown continues.

Oliver Allen (Senior US Economist)US

PM Datanote: US FOMC Minutes, June 18 Meeting

Committee is more clearly split; weaker labor market to tip the balance by September.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Small Business Optimism Survey, June

Plunging response rate raises big questions about reliability.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, June

A big jump in services inflation still looks unlikely.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment, June

Implausible sector breakdown highlights ADP's uselessness.

Oliver Allen (Senior US Economist)US

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