Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

March

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

PM Datanote: US JOLTS, March

The post-election pick-up in labor demand has fully unwound.

Samuel TombsUS

PM Datanote: US Durable Goods Orders, March

Equipment investment set to slump after a solid Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, March

 Sales likely to flatline at best from here.

Oliver Allen (Senior US Economist)US

PM Datanote: US New Home Sales, March

 Sales likely to drop back very soon.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims / Housing Starts

No real sign yet of tariff-linked layoffs.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, March

Pre-tariff jump in manufacturing output likely to reverse sharply.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, March

Real consumption likely grew by about 1% in Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US CPI, March

Tariffs will snatch defeat from the jaws of victory.

Samuel TombsUS

PM Datanote: US NFIB Small Business Optimism Survey, March

Confidence crumbling even before "Liberation Day".

Oliver Allen (Senior US Economist)US

PM Datanote: US Employment, March

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

Samuel TombsUS

PM Datanote: US ISM Services Survey, March

Weak, but far from definitive.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment, March

ADP distracts more than it informs.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, March

Tariff uncertainty is weighing on manufacturing.

Oliver Allen (Senior US Economist)US

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: U.S. Documents

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