Pantheon Macroeconomics

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U.S. Publications

Below is a list of our U.S. 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.

June

PM Datanote: Personal Income and Spending, June

Long-awaited downshift in core PCE services ex-housing finally is underway.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Durable Goods Orders/Advance Trade, June

Core capital goods orders continue to outperform the surveys; trade becoming less of a swing factor in GDP growth.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: New Home Sales, June

Ignore the wild swings in monthly sales; the upward trend remains intact.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Existing Home Sales, June

The gridlock will continue until mortgage rates fall significantly.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Housing Starts, June

Multi-family starts to fall further, tracking the downshift in rent inflation.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Industrial Production, June

The hard data are moving closer in line with the grim surveys.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Retail Sales, June

Online sales to the rescue, but spending elsewhere is depressed.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: CPI, June

Core inflation is falling fast, with more to come

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: NFIB Survey, June

Credit conditions for small businesses are holding up, for now.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: ISM Services Survey, June

Employment spike at odds with Homebase/NFIB hiring plans; wage gains to slow.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: FOMC Minutes, June 13/14

Opinions diverging, but doves still heavily outnumbered.

Ian Shepherdson (Chief Economist and Founder)U.S.

PM Datanote: ISM Manufacturing, June

A fresh cycle low, and few signs of any imminent improvement.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Chicago PMI, June

Underwhelming rebound likely reflects lagged effect of drop in aircraft orders.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Jobless Claims 17 June 2023

The rising trend likely is real, and signals slower job growth

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Empire State/Philly Fed, June; Weekly Jobless Claims

Claims consistent with a weakening labor market, if the data are reliable

Kieran Clancy (U.S. Economist)U.S.

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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