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.

Oliver Allen (Senior US Economist)

22 October 2024 US Monitor Helene and Milton's impact on core inflation probably will be small

  • Energy inflation likely will be little affected by Milton and Helene, food inflation will rise slightly eventually.
  • But the case for a marked rise in core inflation is pretty slim, given the historical record. 
  • The main exception for October probably is the risk of a jump in prices for lodging away from home. 

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, October

New residential construction likely to flatline. 

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, September

Still consistent with further falls in services inflation.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Manufacturing Survey, September

Still depressed; core goods prices likely to keep falling.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, August

Net trade probably only a small drag on headline growth in Q3.

Oliver Allen (Senior US Economist)US

PM Datanote: US Durable Goods Orders, August

Underlying equipment investment is still weak, but computers and aircraft are red hot.

Oliver Allen (Senior US Economist)US

PM Datanote: US New Home Sales, August

Suspiciously strong and likely to drop back from here.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, August

A significant recovery seems unlikely in the near term.

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, August

Single-family activity unlikely to recover much further.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, August

 Strong headline numbers, but a grim near-term outlook.

Oliver Allen (Senior US Economist)US

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