- © 2025 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Trade and inventories data leave a negative Q1 GDP print looking far more likely.
Growth in services spending has slowed only modestly, but a sharper decline lies ahead.
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
No real sign yet of tariff-linked layoffs.
Further signs of uncertainty weighing on housing.
Pre-tariff jump in manufacturing output likely to reverse sharply.
A slump in manufacturing activity and surge in goods inflation lies ahead.
STAGNATION AHEAD, AS THE TARIFFS HIT REAL INCOMES…
Confidence crumbling even before "Liberation Day".
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,