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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Datanotes Daily Monitor Emerging Asia Samuel Tombs

28 August 2025 US Monitor August payrolls likely will maintain the pressure for looser Fed policy

  • We look for a mere 75K rise in payrolls, despite the rebound in stock prices and decline in tariff uncertainty.
  • Reliable surveys of hiring intentions have remained weak; consumers report worsening job availability.
  • A rise in the unemployment rate to 4.3% in August is likely too, given the latest continuing claims data. 
Samuel TombsUS

27 August 2025 US Monitor Tariff revenues are likely to rise sharply in Q4

  • Tariff revenues crept up by just $2B to $32B in August, but likely will reach $45B soon.
  • Tariffs have risen this month; imports from high tariff nations will rebound; the de minimis exemption will end.
  • We doubt the jump in underlying durable goods  orders in July is a sign of things to come. 
Samuel TombsUS

PM Datanote: US Producer Prices, July 2025

Price pressures are building, but July's data overstate the intensity.

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,