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

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Datanotes Daily Monitor Emerging Asia Oliver Allen (Senior US Economist)

19 August 2025 US Monitor Steady import prices imply the US is bearing all the cost of new tariffs

  • Foreigners are not “paying” for President Trump’s tariffs: pre-tariff import prices are holding steady…
  • …That leaves US consumers and businesses shouldering nearly all of the additional costs.
  • Homebase data point to a rebound in private payrolls, but likely give a misleading signal.
Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, August 9

 Stable but subdued.

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,