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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Weekly Monitor Oliver Allen (Senior US Economist)

21 April 2025 US Monitor Few alarms yet in high-frequency data; business surveys weaker

  • Timely data suggest consumers’ spending has held up well in the immediate aftermath of April 2.
  • Few obvious tariff-induced cracks have yet appeared in the labor market either.
  • But the latest regional Fed manufacturing surveys point to a slump in orders and much higher prices.

Oliver Allen (Senior US Economist)US

18 February 2025 US Monitor January's weak retail sales due to much more than just bad weather

  • Adverse weather likely explains only part of the steep drop in retail sales in January.
  • The rush of spending on durable goods in anticipation of new tariffs already is showing signs of fading.
  • …That sets the stage for much slower growth in consumers’ spending in Q1.

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,