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.

Daily Monitor Global Datanotes

7 January 2026 US Monitor Core CPI likely jumped in December as data collection issues unwound

  • We look for a 0.3% increase in the December core CPI, with the risks skewed strongly towards a 0.4% print.
  • Late data collection biased downwards the November CPIs for core goods and lodging away from home...
  • ...These CPIs will rebound in December, alongside a big rise in airline fares and possibly auto insurance.
Samuel TombsUS

PM Datanote: US ISM Manufacturing Survey, December 2025

Still struggling for momentum.

Oliver Allen (Senior US Economist)US

6 January 2026 US Monitor Tariff revenues are starting to fall, further improving the CPI outlook

  • Tariff revenues fell in December and remain well below levels expected by independent fiscal watchdogs. 
  • Nearly all of the boost to consumer prices from the tariffs has filtered through; the outlook is benign.
  • Home sales are likely to recover in 2026 as mortgage rates fall, but still fall short of pre-pandemic levels. 
Samuel TombsUS

PM Datanote: US Consumer Confidence, December 2025

Yet more grim news on the labor market.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, October/November 2025

Manufacturing is surviving rather than thriving.

Oliver Allen (Senior US Economist)US

PM Datanote: US GDP, Q3 2025 / Durable Goods Orders, October 2025

Q3's strength is unlikely to be sustained.

Oliver Allen (Senior US Economist)US
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U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,