Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 6 months. If you are looking for reports older than 6 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 Datanotes

19 December 2023 US Monitor December Homebase Says No Payroll Rollover Yet

  • Homebase signals December payroll growth of about 225K; no sign of further weakening yet.
  • Lower rates are beginning to cheer homebuilders, who will gain further market share as home sales rise.
  • Single-family construction is rebounding, fitfully, but the multi-family rollover has further to go.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: U.S. Industrial Production, November

Unwinding of the UAW strike hit boosts manufacturing, but output ex-autos remains weak.

US

PM Datanote: U.S. Retail Sales, November

Real consumption is on course for a solid Q4, but slower than Q3.

US

PM Datanote: U.S. Producer Prices, November

Margins have stopped rising, but yet to start falling, auto dealers excepted.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: U.S. Michigan Consumer Sentiment, December

Sharp decline in inflation expectations is welcome news for the Fed.

US

PM Datanote: U.S. Weekly Jobless Claims, Dec 1

No change to the benign picture.

US

6 December 2023 US Upward Revisions to GDI look more Likely than Cuts to GDP

  • The gap between the GDI and GDP numbers is unusually large by historic standards...
  • ...Undercounting of interest payments means that big upward revisions to GDI are a good bet.
  • ISM services signals modest and steady growth, but hints at a hefty bounce in October payrolls.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: U.S. ISM Services Survey, November

Still no sign of a rollover in services.

US

PM Datanote: U.S. ISM Manufacturing Survey, November

Stuck in a rut, with few signs of an improvement ahead.

US

PM Datanote: U.S. Chicago PMI/Pending Home Sales

The leap in the Chicago PMI likely is noise, not signal' a modest recovery in home sales lies ahead.

US

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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,