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 info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

December/Weekly Jobless Claims

PM Datanote: Durable Goods Orders/Weekly Jobless Claims

Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.

US

PM Datanote: Industrial Production, December

UAW strike impact fully reversed in December; manufacturing output ex-autos is still falling outright.

US

PM Datanote: Retail Sales, December

A solid end to 2023 means a positive carryover into Q1.

US

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

Too soon to conclude that downward trend is in place.

US

PM Datanote: U.S. ADP Employment/Jobless Claims

Sharp drop in claims probably is noise; the ADP is deeply unreliable.

US

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

Better than expected, but still poor.

US

PM Datanote: U.S. Michigan Consumer Sentiment, December

Sharp decline in inflation expectations is welcome news for the Fed.

US

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

No change to the benign picture.

US

PM Datanote: U.S. Durable Goods Orders/Initial Jobless Claims

Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.

US

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Keywords for: U.S. Documents

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