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.

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Oliver Allen (Senior US Economist)

PM Datanote: US New Home Sales, January

Sales still struggling for momentum.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, January

Home sales set to slump in Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, February 15

DOGE layoffs not a big issue for claims just yet.

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, January

The underlying trend in residential construction is flat and likely to turn lower.

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Housing Market Index, February

Reality bites for homebuilders.

Oliver Allen (Senior US Economist)US

PM Datanote: US Empire State Manufacturing Survey, February

Encouraging, but far from definitive.

Oliver Allen (Senior US Economist)US

18 February 2025 US Monitor January's weak retail sales due to much more than just bad weather

Adverse weather likely explains only part of the steep drop in retail sales in January.
The rush of spending on durable goods in anticipation of new tariffs already is showing signs of fading.
…That sets the stage for much slower growth in consumers’ spending in Q1.

Oliver Allen (Senior US Economist)US