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.

U.S. Existing Home Sales

PM Datanote: US Personal Income & Spending / Pending Home Sales, October

Revisions reveal a weaker trend in household income growth and a lower saving rate.

Samuel TombsUS

PM Datanote: US New Home Sales, October

 Mostly a hurricane story, but sales probably will remain weak.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, October

Constrained by hurricanes and falling prices; real consumption still likely to grow briskly in Q4.

Samuel TombsUS

PM Datanote: US Existing Home Sales, September

Weakness due to high mortgage rates, not hurricanes or the approaching elections.

Samuel TombsUS

PM Datanote: US Retail Sales, September

Bouncing back after a poor H1, but Q3’s momentum will not be sustained.

Samuel TombsUS

PM Datanote: US New Home Sales, August

Suspiciously strong and likely to drop back from here.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, August

A significant recovery seems unlikely in the near term.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, August

Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead

Samuel TombsUS

PM Datanote: US Pending Home Sales, July

Housing market activity likely to remain very weak.

Oliver Allen (Senior US Economist)US

PM Datanote: Existing Home Sales, July

Expect a small rise in H2 sales, but the weakening labor market will constrain activity.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Retail Sales, July

Consumers keep spending, despite deteriorating fundamentals.

Oliver Allen (Senior US Economist)US

PM Datanote: US Chicago PMI & Pending Home Sales

The PMI is probably a poor guide to the national picture.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, June

Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.

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,