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.

U.S. NFIB Survey

PM Datanote: U.S. NAHB Homebuilder Survey, March

The recovery in the NAHB index will soon hit the buffers.

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

PM Datanote: U.S. PPI/Empire State Survey

PPI disinflation is back on track; no manufacturing bounce from China, yet.

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

PM Datanote: U.S. NFIB Survey, February

Fall in stock prices to snuff out modest rebound in NFIB.

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

PM Datanote: U.S. ISM Manufacturing Survey, February

Still struggling for now, but boost from China reopening is coming.

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

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

China rebound plus warm January = happier manufacturers, for now

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

PM Datanote: U.S. NFIB Survey, January

Less-grim but still weak; inflation pressures gradually easing

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

PM Datanote: U.S. Philadelphia Fed Survey, January/Weeklu Jobless Claims

Philly Fed stabilizing, maybe; claims don't tell the whole labor market story

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

PM Datanote: U.S. NAHB Homebuilder Survey, January

Probably past the worst, but a sustained improvement will have to wait

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

PM Datanote: U.S. NFIB Survey, December

Cheaper gas not enough to cheer small businesses

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.

19 Oct 2022 US Monitor Homebase Data Signal a Sharp Slowdown in October Payrolls

  • The initial Homebase data for the October survey week point to much weaker payroll growth.
  • Hurricane Ian likely accounts for some of the slowing, but most of it looks to be real.
  • Housing construction as falling; it has a long way to go, given the ongoing plunge in home sales.

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

18 Oct 2022 US Monitor Manufacturing is Struggling, but the News is not All Terrible

  • Manufacturing is struggling, but autos will flatter the production numbers as supply chains ease further.
  • Capex plans in the Empire State survey have risen for three straight months, but other surveys are weaker.
  • No end in sight for homebuilders’ misery; the latest surge in mortgage rates is yet to work through.

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

PM Datanote: U.S. NFIB Survey, September

The headline increase won’t last, but labor market pressure is easing

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