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.

October

PM Datanote: U.S. Advance Goods Trade, October

Net trade unlikely to be a major swing factor in Q4 GDP growth.

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

PM Datanote: U.S. Existing Home Sales, October

A new cycle low, but a modest rebound is coming soon.

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

PM Datanote: U.S. Housing Starts, October

The recovery in construction activity is stalling, for now.

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

PM Datanote: U.S. Industrial Production, October

Most of the October weakness reflects the UAW strike; expect a November rebound.

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

PM Datanote: U.S. CPI, October

The (almost) final nail in the coffin of the Fed's rate hike optionality

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

PM Datanote: U.S. ISM Services Survey, October

Signalling softer spending on services after the summer blowout.

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

PM Datanote: U.S. Employment, October

The rebalancing continues; chance of a Dec hike dips further

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

PM Datanote: U.S. ISM Manufacturing, October

Higher rates are putting the brakes on the recovery in manufacturing.

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

PM Datanote: U.S. Empire State Survey, October

Noisy but signalling stable manufacturing output; inflation pressures still fading

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

PM Datanote: U.S. Michigan Consumer Sentiment, October

Consumers' confidence likely to rebound from here, now that gas prices are falling.

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