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

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Datanotes

PM Datanote: US International Trade, November 2025

Trade's contribution to Q4 GDP growth probably significant but not enormous.

PM Datanote: US Consumer Confidence, January 2026

Spending slowdown and further labor market weakness are likely.

PM Datanote: US Jobless Claims / Q3 GDP

 Low claims largely due to lower-than-usual post-holiday layoffs.

PM Datanote: US CPI, December 2025

Muted rebound in core goods prices suggests tariff pass-through is slowing.

PM Datanote: US Employment, December 2025

Still weak enough to sustain the pressure for more Fed easing.

PM Datanote: US Retail Sales, October 2025

October's strength in control sales looks unlikely to last.

PM Datanote: US Employment, November 2025

Lackluster, but not alarming enough for a January easing.

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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,