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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Emerging Asia Weekly Monitor

10 February 2025 US Monitor Stabilizing jobs numbers remove the need for near-term Fed easing

  • The recent upward inflexion in payroll growth likely will be tempered by revisions...
  • ...But January’s numbers likely were depressed by bad weather; expect a better print in February.
  • A mid-year slowing in payroll growth still looks likely, but we now look for the FOMC’s next easing in June

Samuel TombsUS

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

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U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,