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.

Pending Home Sales

PM Datanote: U.S. Consumer Confidence/New Home Sales

People don't like higher gas prices; the trend in new home sales is flattening.

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

PM Datanote: U.S. Retail Sales, August

Talk of re-acceleration in consumers' spending growth is overdone.

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

PM Datanote: U.S. Existing Home Sales

More of the same; nothing will change until mortgage rates fall significantly.

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

PM Datanote: U.S. Retail Sales/Empire State Manufacturing Survey

It's too soon to conclude that consumers' spending growth is reaccelerating.

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: Retail Sales, June

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

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

PM Datanote: New Home Sales/Consumer Confidence

New home sales will continue to outperform; consumers' confidence signals only a small drop in real spending growth.

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

PM Datanote: Existing Home Sales, May

Stuck at low levels for the foreseeable future.

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

PM Datanote: Retail Sales, May

Upside surprise in the headline offset by downward revisions to March; Q2 consumption on shaky ground.

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

1 June 2023 US Monitor ADP Set to Report Slower Job Gains, but NFIB Hiring Plans Matter More

  • We expect a clear slowing in ADP employment in May, but we care more about NFIB hiring intentions.
  • Weak regional surveys and soft China PMIs point to a dip in ISM manufacturing; the sector is in recession.
  • Auto sales likely dipped in May; the trend appears to be peaking as rates rocket and credit tightens.

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

PM Datanote: Pending Home Sales, April

Stuck at low levels for the foreseeable future.

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

PM Datanote: New Home Sales, April

Prices are falling rapidly as homebuilders scramble to reduce inventory overhang.

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

PM Datanote: Existing Home Sales, April

Few signs yet of the long-awaited increase in inventory.

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