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.

trade

PM Datanote: Durable Goods Orders/Advance Goods Trade, April

Jump in core capital goods orders looks unsustainable; widening of trade deficit adds to recession woes.

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

PM Datanote: Durable Goods Orders/Advance Trade, March

Bigger falls in core capital goods orders are coming; net trade was broadly neutral in Q1.

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

PM Datanote: U.S. Advance Goods Trade, January

Net trade will have a much smaller impact on GDP growth this year than in 2022.

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

PM Datanote: U.S. Durable Goods Orders/Advance Goods Trade, December

Falling core goods orders bad news for manufacturing; big swings in trade deficit less likely in 2023

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

30 Nov 2022 US Monitor ADP is not Reliable; We're Sticking to our 250K Payroll Forecast

 ADP’s employment measure is unreliable; we will be sticking to our 250K payroll forecast.

Job openings are trending downwards but not collapsing; wage growth is slowing more quickly.

The October trade deficit likely fell slightly, but the big correction in imports is over.

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