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.

Webinar Datanotes

PM Datanote: US Employment, January

Head-scratching numbers kill March stone dead, and threaten May too

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: ISM Manufacturing Survey, January

Tentative signs that manufacturing is past the worst.

US

PM Datanote: GDP, Q4 advance

Inflation matters more than the GDP overshoot, and it looks great.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: Durable Goods Orders/Weekly Jobless Claims

Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.

US

PM Datanote: Consumer Sentiment/Existing Home Sales

Consistent with another solid consumption print in Q1.

US

PM Datanote: Housing Starts/Philly Fed

Starts data are noisy, but a modest housing recovery is underway.

US

PM Datanote: Industrial Production, December

UAW strike impact fully reversed in December; manufacturing output ex-autos is still falling outright.

US

PM Datanote: Retail Sales, December

A solid end to 2023 means a positive carryover into Q1.

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,