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.

June

PM Datanote: US Existing Home Sales, June

Weak demand and recovering supply are putting pressure on prices.

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, June

The underlying trend in residential construction is flat and likely to turn lower.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, June

Sales growth less impressive in real terms; consumer slowdown continues.

Oliver Allen (Senior US Economist)US

PM Datanote: US PPI, June

Services disinflation is partly countering the tariff uplift to goods prices.

Samuel TombsUS

PM Datanote: US CPI, June

A knock-out punch to the tariff inflation deniers.

Samuel TombsUS

PM Datanote: US FOMC Minutes, June 18 Meeting

Committee is more clearly split; weaker labor market to tip the balance by September.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Small Business Optimism Survey, June

Plunging response rate raises big questions about reliability.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, June

A big jump in services inflation still looks unlikely.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment, June

Implausible sector breakdown highlights ADP's uselessness.

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Housing Market Index, June

Demand still falling amid high mortgage rates and elevated uncertainty.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, June 7

More to the uptick in claims than residual seasonality.

Oliver Allen (Senior US Economist)US

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