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.

May

PM Datanote: US CPI, May

Disinflation is back on track; expect two easings in today’s 2024 dot plot.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US NFIB Survey, May

A partial recovery, but still a downbeat picture.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, May

A solid headline number, but the labor market is a weak spot.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment Report, May

ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US ISM Manufacturing Survey, May

Manufacturing recovery fizzling out before it has even begun.

Oliver Allen (Senior US Economist)US

PM Datanote: US Chicago PMI, May

A headscratcher, but an unreliable signal for the broader economy.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, May

A decent bounce, but the headwinds to consumption are mounting.

Oliver Allen (Senior US Economist)US

PM Datanote: US Jobless Claims / Philly Fed

Not definitive, but consistent with the idea that the trend is starting to rise.

Ian Shepherdson (Chief Economist, Chairman and Founder)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,