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.

Chartbook Datanotes Samuel Tombs

PM Datanote: US Advance GDP Q4 / Spending & Incomes, Q4 / December 2025

Underlying growth still solid in Q4, but likely to wane.

PM Datanote: US Pending Home Sales, January 2026

Relapsing independently of the snowstorms.

February 2026- US Economic Chartbook

JANUARY PAYROLLS ARE JUST A FLASH IN THE PAN...

  • ...SLOW JOB GAINS & LOWER INFLATION WILL SPUR EASING

PM Datanote: US Housing Starts, November/December 2025

Permits still lower than in early 2025; a further drop beckons.

PM Datanote: US Employment, January 2026

Above trend due to mild weather and a blip in healthcare jobs.

PM Datanote: US Jobless Claims / Q3 GDP

 Low claims largely due to lower-than-usual post-holiday layoffs.

PM Datanote: US CPI, December 2025

Muted rebound in core goods prices suggests tariff pass-through is slowing.

PM Datanote: US Employment, December 2025

Still weak enough to sustain the pressure for more Fed easing.

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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,