Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 6 months. If you are looking for reports older than 6 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.

PM Datanote: US Philly Fed Weekly Claims March Oliver Allen (Senior US Economist)

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

PM Datanote: US Durable Goods Orders, March

Equipment investment set to slump after a solid Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, March

 Sales likely to flatline at best from here.

Oliver Allen (Senior US Economist)US

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 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 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

PM Datanote: US Weekly Jobless Claims, February 15

DOGE layoffs not a big issue for claims just yet.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, December 7

Post-Thanksgiving volatility probably drove the jump in initial claims.

Oliver Allen (Senior US Economist)US

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