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.

Weekly Monitor Emerging Asia

8 September 2025 US Monitor Payrolls warrant much looser policy, but 50bp next week is unlikely

  • Payrolls lack momentum, but the first estimate for August jobs typically is revised upwards.
  • Labor market slack is building, but less quickly than a year ago, when the FOMC eased by 50bp.
  • The upcoming easing cycle, however, will be prolonged; we still look for 150bp cut by mid-2026.
Samuel TombsUS

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