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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1 August 2025 US Monitor Consumers' spending to stagnate as real incomes flatline

  • The meager growth in consumers’ spending in the first half of this year probably will continue in the second.
  • Modest gains in nominal incomes will struggle to keep up with the post-tariff jump in consumer prices.
  • We see core PCE inflation hitting 3¼% by year-end, but expect the Fed to prioritize the softening labor market.
Samuel TombsUS
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U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,