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 Chartbook Oliver Allen (Senior US Economist)

PM Datanote: US New Home Sales, March

 Sales likely to drop back very soon.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims / Housing Starts

No real sign yet of tariff-linked layoffs.

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Housing Market Index, April

Further signs of uncertainty weighing on housing.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, March

Pre-tariff jump in manufacturing output likely to reverse sharply.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, March

Real consumption likely grew by about 1% in Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US Empire State Manufacturing Survey, April

A slump in manufacturing activity and surge in goods inflation lies ahead.

Oliver Allen (Senior US Economist)US

April 2025 - US Economic Chartbook

STAGNATION AHEAD, AS THE TARIFFS HIT REAL INCOMES…

  • …THE FED WILL EASE MATERIALLY, DESPITE RISING INFLATION
Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, April 5

A much bigger rise in claims lies ahead.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Small Business Optimism Survey, March

Confidence crumbling even before "Liberation Day".

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, March

Weak, but far from definitive.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment, March

ADP distracts more than it informs.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, March

Tariff uncertainty is weighing on manufacturing.

Oliver Allen (Senior US Economist)US
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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,