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.

Chartbook Datanotes Weekly Monitor

PM Datanote: US Employment, March

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

Samuel TombsUS

PM Datanote: US ISM Services Survey, March

Weak, but far from definitive.

Oliver Allen (Senior US Economist)US

7 April 2025 US Monitor Payroll growth will slow, but it's too strong for the Fed to ease in May

  • The stock price drawdown is historically consistent with a 1% fall in payrolls, but slow gains are more likely.
  • Most services firms have little exposure to tariffs; leading indicators of hiring are weak, not on the floor.
  • The healthcare sector will remain a jobs juggernaut; falling manufacturing payrolls will drag modestly.
Samuel TombsUS

PM Datanote: US ADP Employment, March

ADP distracts more than it informs.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, March

Tariff uncertainty is weighing on manufacturing.

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,