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.

q3 gdp

PM Datanote: Q1 GDP/Weekly Jobless Claims

Recession Incoming

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

PM Datanote: U.S. Weekly Jobless Claims 18 Feb 23/Q4 GDP revisions

Claims still in a low and narrow range; core PCE deflator for Q4 revised up

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

PM Datanote: U.S. Q4 GDP/Weekly Jobless Claims

Most of the GDP growth is in trade and inventories; final demand is weak

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

18 Nov 2022 US Monitor Can the Economy Really Grow by 4%+ in the Fourth Quarter?

  • Forecasts of GDP growth over 4% in Q4 might be right, but at this point they are premature.
  • Existing home sales likely fell again in October but can’t drop much further; prices can.
  • Used vehicle auction prices nudged up in early November; we hope it’s noise, not signal.

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

17 Nov 2022 US Monitor The Consumer Refuses to Stick to the Rollover Script; 3%+ in Q4

  • Strong retail sales suggest the consumer will drive fourth quarter GDP growth...
  • ...Even as the non-auto manufacturing sector sinks into a mild recession.
  • Housing construction is falling fast, but it still has a long way to go, even if demand bottoms soon.

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