Pantheon Macroeconomics

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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.

consumer

PM Datanote: US Consumer Confidence, February 2026

Still pointing to a weaker labor market, but big recent revisions raise questions.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, January 2026

Spending slowdown and further labor market weakness are likely.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, December 2025

Yet more grim news on the labor market.

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 Consumer Confidence/Pending Home Sales

Weak jobs market continues to depress consumers.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, September 2025

Worsening job availability points to a further rise in the unemployment rate.

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,