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.

November

12 Jan 2023 US Monitor December's Core CPI Data Should Reinforce the Improving Trend

  • A third straight benign core CPI print for December would complete the best streak in two years.
  • Look out for falling vehicle prices and airline fares, and—perhaps—slower rent increases.
  • Jobless claims likely stayed low last week, but rising layoff announcement signal trouble ahead.

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

PM Datanote: U.S. New Home Sales, November

Plunge in new home sales still an accident waiting to happen

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

PM Datanote: U.S. Housing Starts, November

Meaningful rebound in construction activity still a long way off

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

PM Datanote: U.S. Industrial Production, November

Slump in manufacturing output likely overstated, but further falls lie ahead

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

PM Datanote: U.S. Retail Sales, November

Consumption growth still on for solid fourth quarter, but material slowdown coming next year.

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

PM Datanote: U.S. CPI, November

Disinflation underway; Fed to pause after 50bp tomorrow and 25bp on February 1.

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

PM Datanote: U.S. NFIB Survey, November

Plunging inventory intentions signal trouble ahead

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

PM Datanote: U.S. PPI, November

Margin inflation is trending down, and has a long way to go.

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

PM Datanote: U.S. ISM Services, November

Service sector still holding up, but clouds are gathering

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

PM Datanote: U.S. ISM Manufacturing, November

Survey data point to weaker growth but also lower inflation.

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

PM Datanote: U.S. Consumer Confidence, November

Don't worry about the dip in confidence; consumption still on track for a strong fourth quarter.

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

PM Datanote: U.S. FOMC Minutes, November

The hawk/dove battle lines for the next few meetings are becoming clear.

Ian Shepherdson (Chief Economist and Founder)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