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.

Datanotes

PM Datanote: US Advance Economic Indicators, May

GDP on course for a misleading jump in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US New Home Sales, May

IMay slump brings sales back to reality.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence / Chair Powell Monetary Policy Testimony

Inflation expectations dropping back, labor market still weakening.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, May

Sales likely to continue to stagnate.

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Housing Market Index, June

Demand still falling amid high mortgage rates and elevated uncertainty.

Samuel TombsUS

PM Datanote: US Retail Sales, May

Underlying sales volumes holding up...for now.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, May

Holding on to Q1's gains, for now.

Samuel TombsUS

PM Datanote: US Michigan Sentiment Survey, June

 A broken compass.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, June 7

More to the uptick in claims than residual seasonality.

Oliver Allen (Senior US Economist)US

PM Datanote: US CPI, May

Still waiting for the tariffs to hit.

Samuel TombsUS

PM Datanote: US PPI, May

Tariff pressures remain muted, for now.

Samuel TombsUS

PM Datanote: US NFIB Small Business Optimism Survey, May

Sentiment up from the April lows, but small businesses remain under pressure.

Oliver Allen (Senior US Economist)US

PM Datanote: US JOLTS, April

Rise in openings irreconcilable with other evidence.

Samuel TombsUS

PM Datanote: US ISM Services Survey, May

We doubt services inflation will reaccelerate sharply.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment, May

More noise than signal.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, May

Manufacturing remains under pressure.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, May 24

Cracks starting to show in the labor market.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, April

Net trade and inventories on course for a big combined boost to headline GDP in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US Personal Income & Spending, April

Consumption still resilient, but a slowdown looms.

Oliver Allen (Senior US Economist)US

PM Datanote: US Pending Home Sales, April

Tariff uncertainty comes for the housing market.

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,