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)

PM Datanote: US Chicago PMI, August

An unreliable bellwether for the national picture.

Oliver Allen (Senior US Economist)US

PM Datanote: US Pending Home Sales, July

Housing market activity likely to remain very weak.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, July

Drag from trade on Q3 GDP growth likely to be offset elsewhere.

Oliver Allen (Senior US Economist)US

PM Datanote: US Durable Goods Orders, July

 Ignore the headline, the underlying trend is very weak.

Oliver Allen (Senior US Economist)US

PM Datanote: US S&P Global Composite PMI, August

Clearer signs that services sector employment is rolling over.

Oliver Allen (Senior US Economist)US

PM Datanote: US Jobless Claims, August 17

Underlying claims have plateaued, and will probably slip back in the near term.

Oliver Allen (Senior US Economist)US

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

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Keywords for: Publications

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