Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our 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.

Datanotes Oliver Allen (Senior US Economist)

PM Datanote: US Housing Starts, July

 A weather-related plunge in July, but residential construction set for a weak Q3.

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Housing Market Index, August

Lower mortgage rates came too late for this month's survey.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, July

Consumers keep spending, despite deteriorating fundamentals.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Small Business Optimism Survey, July

Headline index surges, but the details still point to weakness.

Oliver Allen (Senior US Economist)US

PM Datanote: US Productivity / Jobless Claims

Meagre growth in unit labor costs supports the case for policy easing.

Oliver Allen (Senior US Economist)US

PM Datanote: US Chicago PMI & Pending Home Sales

The PMI is probably a poor guide to the national picture.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, July

Confidence improves, but the fundamentals are still shaky.

Oliver Allen (Senior US Economist)US

US Durable Goods/Jobless Claims

The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, June

Hit to Q2 GDP growth from net trade probably offset by inventories and investment.

Oliver Allen (Senior US Economist)US

PM Datanote: US industrial production, June

A strong Q2 for manufacturing, but major headwinds persist.

Oliver Allen (Senior US Economist)US

PM Datanote: US Empire State Manufacturing Survey, July

Output lacking momentum, but goods inflation still very much in check.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Survey, June

A slight improvement from a weak base, but challenges remain.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, June

Ugly activity and employment numbers, further signs of disinflation. 

Oliver Allen (Senior US Economist)US

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence