Pantheon Macroeconomics

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

US Publications

Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 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.

s&p global composite pmi

PM Datanote: US Personal Incomes & Spending, October/November 2025

Consumption strong through November, but on shaky foundations.

Oliver Allen (Senior US Economist)US

PM Datanote: US S&P Global Composite PMI, December 2025

The implied jump in services inflation makes little sense.

Oliver Allen (Senior US Economist)US

PM Datanote: US Personal Incomes & Spending / Michigan Consumer Survey

Soft September sets for stage for more consumer weakness in Q4.

Samuel TombsUS

PM Datanote: US S&P Global Composite PMI, October 2025

Services inflation likely to remain in check.

Oliver Allen (Senior US Economist)US

PM Datanote: US Personal Incomes & Spending, August 2025

Turnaround in consumers’ spending built on shaky foundations.

Samuel TombsUS
  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,