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. Personal Income and Spending

PM Datanote: Personal Income and Spending March; ECI, Q1

The Fed will like core PCE services ex-housing, but not the ECI.

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

PM Datanote: U.S. Personal Income and Spending, February

A welcome slowing in core PCE services price gains, but one month is not enough

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

PM Datanote: U.S. Personal Income and Spending, January

The risk of a March 50bp hike has gone up, but it would be a mistake

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

PM Datanote: U.S. Personal Income and Spending, December

January spending will rebound, but Q1 will be weak overall; core inflation is falling.

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

23 Nov 2022 US Monitor Capex Outperformed in Q3, but the Outlook is Deteriorating Rapidly

  • Business capital spending performed surprisingly well in Q3, but the outlook is deteriorating rapidly.
  • Brace for a potential upside shock in today’s job claims numbers; the trend is turning.
  • New home sales cannot fall forever but the near-term downside risk is clear.

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

8 Nov 2022 US Monitor Debt Ceiling, Government Spending Path are Contingent on Elections

  • Control of the Senate might not be decided until December; it’s unlikely to be known tonight.
  • The drop in household employment in October was noise, not a sign of plunging payrolls ahead.
  • Small business sentiment under renewed pressure from falling stock prices and higher rates.

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