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.

Advance Economic Indicators Oliver Allen (Senior US Economist)

August 2025 - US Economic Chartbook

THE ECONOMY WILL REMAIN STUCK IN A LOW GEAR IN H2

  • UNEMPLOYMENT WILL WORRY THE FED MORE THAN INFLATION

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 Advance Economic Indicators, May

GDP on course for a misleading jump in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, April

Net trade and inventories on course for a big combined boost to headline GDP in Q2.

Oliver Allen (Senior US Economist)US

May 2025 - US Economic Chartbook

STAGNATION AHEAD, AS THE TARIFFS HIT REAL INCOMES…

  • …THE FED WILL START EASING IN Q3 AS PAYROLL GAINS SLOW

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, March

Trade and inventories data leave a negative Q1 GDP print looking far more likely.

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

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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,