- © 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.
Decision-making on hold until the federal policy outlook becomes clearer.
DOGE layoffs not a big issue for claims just yet.
Waiting for more disinflation progress to ease again.
The underlying trend in residential construction is flat and likely to turn lower.
GROWTH IN SPENDING & PAYROLLS TO SLOW MID-YEAR…
Encouraging, but far from definitive.
Manufacturing output held back by adverse weather; surveys point to a brief growth spurt ahead.
Low claims highlight lack of near-term pressure for Fed easing.
Disinflation still on track; consistent with 2.6% core PCE inflation, down 0.2pp from December.
Seasonals still failing to offset new year price rises; February data will reassure the FOMC.
Post-Trump euphoria already starting to fade.
Tariffs worries continue to weigh on confidence.
Positive near-term revisions offset the subpar January print; a March easing is off the table.
Trend still low for now; leading indicators paint a mixed picture.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,