Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 6 months. If you are looking for reports older than 6 months please email, or contact your account rep

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PM Datanote: U.S. Weekly Jobless Claims, Dec 1

No change to the benign picture.


6 December 2023 US Upward Revisions to GDI look more Likely than Cuts to GDP

  • The gap between the GDI and GDP numbers is unusually large by historic standards...
  • ...Undercounting of interest payments means that big upward revisions to GDI are a good bet.
  • ISM services signals modest and steady growth, but hints at a hefty bounce in October payrolls.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: U.S. ISM Services Survey, November

Still no sign of a rollover in services.


PM Datanote: U.S. ISM Manufacturing Survey, November

Stuck in a rut, with few signs of an improvement ahead.


PM Datanote: U.S. Chicago PMI/Pending Home Sales

The leap in the Chicago PMI likely is noise, not signal' a modest recovery in home sales lies ahead.


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