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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PM Datanote: US Advance Goods Trade, April

Net trade and inventories on course for a big combined boost to headline GDP in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US Personal Income & Spending, April

Consumption still resilient, but a slowdown looms.

Oliver Allen (Senior US Economist)US

2 June 2025 US Monitor Weaker consumers' spending and higher core inflation lie ahead

  • Consumers’ spending is on track for respectable growth in Q2, but a sharper slowdown looms...
  • ...As tariff-induced prices increases push up core PCE inflation, weighing on real incomes.
  • Tariff-related distortions to the trade and inventories likely will artificially boost Q2 GDP growth.
Samuel TombsUS

May 2025 - US Economic Chartbook

STAGNATION AHEAD, AS THE TARIFFS HIT REAL INCOMES…

  • …THE FED WILL START EASING IN Q3 AS PAYROLL GAINS SLOW
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,