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.

July 2025

PM Datanote: US Productivity, Q2 2025

Flattered by GDP distortions in Q2, but the underlying trend still is solid.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, July 2025

Probably a false alarm on services inflation.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, July 2025

A further climb in goods inflation is still in the pipeline.

Oliver Allen (Senior US Economist)US

PM Datanote: US Employment, July 2025

Revisions reveal a sharp slowdown; September easing incoming.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, July 19

Auto shutdowns distort the picture; labor market likely still loosening.

Oliver Allen (Senior US Economist)US

PM Datanote: US Michigan Sentiment Survey, July

Hard to trust given the rock-bottom response rate.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, July 12

Low simply because auto plant shutdowns have been less prevalent than usual.

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,