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.

Samuel Tombs

17 September 2024 US Monitor Homebase data remain implausibly strong; we are looking elsewhere

  • Homebase data point to rapid growth in private payrolls in September, but they are deeply flawed.
  • Hospitality firms dominate the sample, and we have too little data to make good calendar adjustments.
  • Data from Visa and Opentable signal that the control measure of retail sales rose further in August.

Samuel TombsUS

16 September 2024 US Monitor Households' balance sheets: Strong at first glance, fragile on closer look

  • Households have spent all their “excess” savings; liquid assets returned to their long-run trend in Q2.
  • Bank deposits are more unevenly distributed than in the 2010s; rising unemployment will lift saving.
  • Fed easing will be less stimulative than usual, due to mortgage refinancing during the pandemic.

Samuel TombsUS

PM Datanote: US Industrial Production, May

A gradual recovery is taking hold, but manufacturing is too small to alter the bigger picture.

Samuel TombsUS

PM Datanote: US University of Michigan Consumer Sentiment, March

Still consistent with resilient growth in consumption, for now

Samuel TombsUS

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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,