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 Emerging Asia Weekly Monitor

PM Datanote: US Employment Cost Index, Q4

The case for softer services inflation remains intact.

Oliver Allen (Senior US Economist)US

3 February 2025 US Monitor A growth scare looms, as tariffs hit and the saving rate rebounds

  • The tariffs imposed by Mr. Trump will lift consumer prices by 0.6%, if they are maintained.
  • Recent strong growth in consumption can be largely attributed to preemptive purchases of imports.
  • A sub-4% saving rate is unsustainable; expect sub-2% GDP growth soon, as consumption growth slows.

Samuel TombsUS

PM Datanote: US Pending Home Sales, December

Home sales likely to slump in Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US GDP, Q4

Tariff front-running prompts a surge in consumption; capex hit by Boeing strike.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, January 25

Continuing claims consistent with flat unemployment in January.

Samuel TombsUS

PM Datanote: US Advance Goods Trade, December

Net trade and inventories likely dragged heavily on Q4 GDP growth.

Oliver Allen (Senior US Economist)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,