Pantheon Publications

Below is a list of our Publications for the last 5 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.

Oliver Allen (Senior US Economist)

PM Datanote: US Michigan Sentiment Survey, January 2026

Overstating the gloom, but a downbeat message nonetheless.

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, September/October 2025

Signs of stabilization, but big headwinds remain.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, December 2025

Still an unreliable guide to services spending.

Oliver Allen (Senior US Economist)US

Global Datanote: ISM Manufacturing Survey, US, December 2025

In one line: Still struggling for momentum.

Oliver Allen (Senior US Economist)Global

PM Datanote: US ISM Manufacturing Survey, December 2025

Still struggling for momentum.

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 Industrial Production, October/November 2025

Manufacturing is surviving rather than thriving.

Oliver Allen (Senior US Economist)US

PM Datanote: US GDP, Q3 2025 / Durable Goods Orders, October 2025

Q3's strength is unlikely to be sustained.

Oliver Allen (Senior US Economist)US

Global Datanote: GDP, US, Q3 2025

In one line: Q3's strength is unlikely to be sustained.

Oliver Allen (Senior US Economist)Global

23 December 2025 US Monitor GDP growth likely to slow sharply from Q3's robust pace

We think GDP grew by 3½% in Q3, underpinned by a solid increase in consumers’ spending.
AI-related capex likely also lifted fixed investment, while net trade made a big positive contribution too.
But growth seems to have slowed sharply in Q4, mostly due to weakness among households.

Oliver Allen (Senior US Economist)US