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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Weekly Monitor

2 September 2025 US Monitor Real consumption growth will remain listless through H2

  • Near-real time data imply July’s 0.3% increase in real spending was followed by another solid rise in August...
  • ...But spending has been stimulated by further tariff fears; real after-tax income growth is slowing.
  • Households have exhausted their excess savings and a strong positive wealth effect is no longer in play.
Samuel TombsUS
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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,