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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Weekly Monitor Ian Shepherdson (Chief Economist, Chairman and Founder) Gabriella Dickens Samuel Tombs

14 October 2025 US Monitor Near-real time indicators point to slowing consumption

  • Consumers’ major purchase intentions have fallen sharply, signalling flat spending on durable goods.
  • NRF and Redbook data point to a drop in retail sales in September, ending a strong three-month run.
  • Most measures of spending on discretionary services have weakened, consistent with a lackluster Q4.
Samuel TombsUS

6 October 2025 US Monitor The Fed will need to be nimbler than usual if the economy founders

  • Households have delevered over the last five years and many have fixed-rate mortgages with low rates.
  • Reducing the funds rate to 3% next year merely would stabilize the effective mortgage rate.
  • The weakness in the ISM surveys in Q3 probably is understating the economy’s underlying momentum.
Samuel TombsUS
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U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,