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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Daily Monitor

2 December 2025 US Monitor Is a 25bp easing in the funds rate next week now locked in?

  • Investors see a near-90% chance of the FOMC easing  next week, back to levels before October’s meeting.
  • Sometimes, the Chair moves markets during the  blackout via the WSJ, but that seems unlikely now.
  • Manufacturing payrolls have fallen materially in 2025,  but likely aren’t a canary in the coalmine this time.
Samuel TombsUS
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U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,