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.

Advance Economic Indicators

June 2025 - US Economic Chartbook

LEADING LABOR MARKET INDICATORS HAVE WORSENED…

THE FED WILL EASE IN SEP, BEFORE INFLATION PEAKS

Samuel TombsUS

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

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

PM Datanote: US Advance Goods Trade, March

Trade and inventories data leave a negative Q1 GDP print looking far more likely.

Oliver Allen (Senior US Economist)US

April 2025 - US Economic Chartbook

STAGNATION AHEAD, AS THE TARIFFS HIT REAL INCOMES…

  • …THE FED WILL EASE MATERIALLY, DESPITE RISING INFLATION

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, February

 Gold trade and pre-tariff stockpiling are distorting the numbers.

Oliver Allen (Senior US Economist)US

March 2025 - US Economic Chartbook

THE ECONOMY IS SLOWING, NOT CRATERING…

  • …CORE INFLATION TO STAY SUB-3%, ENABLING FED TO EASE

Samuel TombsUS

PM Datanote: US Advance Goods Trade, January

Net trade set to drag heavily on growth amid a pre-tariff surge in imports.

Oliver Allen (Senior US Economist)US

February 2025 - US Economic Chartbook

GROWTH IN SPENDING & PAYROLLS TO SLOW MID-YEAR…

  • …FALLING SERVICES INFLATION TO OFFSET THE TARIFF BOOST

Samuel TombsUS

PM Datanote: US Advance Goods Trade, December

Net trade and inventories likely dragged heavily on Q4 GDP growth.

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,