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. Retail Sales/Empire State Manufacturing Survey

PM Datanote: US ISM Services Survey, April

We doubt services inflation will reaccelerate sharply.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, April

Headline index steady in April; but a lot of pain lies ahead.

Samuel TombsUS

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

Growth in services spending has slowed only modestly, but a sharper decline lies ahead.

Samuel TombsUS

PM Datanote: US Existing Home Sales, March

 Sales likely to flatline at best from here.

Oliver Allen (Senior US Economist)US

PM Datanote: US New Home Sales, March

 Sales likely to drop back very soon.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, March

Real consumption likely grew by about 1% in Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US Empire State Manufacturing Survey, April

A slump in manufacturing activity and surge in goods inflation lies ahead.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Small Business Optimism Survey, March

Confidence crumbling even before "Liberation Day".

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, March

Weak, but far from definitive.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment, March

ADP distracts more than it informs.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, March

Tariff uncertainty is weighing on manufacturing.

Oliver Allen (Senior US Economist)US

PM Datanote: US Pending Home Sales, February

 Sales likely to remain in the doldrums.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, March

Reeling from the tariff threats.

Samuel TombsUS

PM Datanote: US New Home Sales, February

Sales likely to drift lower.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, Feb.

Providing some reassurance on service sector activity.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, February

 Manufacturing recovery already showing signs of fading.

Oliver Allen (Senior US Economist)US

PM Datanote: US New Home Sales, January

Sales still struggling for momentum.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, January

Home sales set to slump in Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US Empire State Manufacturing Survey, February

Encouraging, but far from definitive.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, January

The pre-tariff sales boom already is fading.

Oliver Allen (Senior US Economist)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,