Pantheon Macroeconomics

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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.

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Samuel Tombs

6 January 2026 US Monitor Tariff revenues are starting to fall, further improving the CPI outlook

  • Tariff revenues fell in December and remain well below levels expected by independent fiscal watchdogs. 
  • Nearly all of the boost to consumer prices from the tariffs has filtered through; the outlook is benign.
  • Home sales are likely to recover in 2026 as mortgage rates fall, but still fall short of pre-pandemic levels. 
Samuel TombsUS

5 January 2026 US Monitor December labor market data to maintain pressure on FOMC to ease

  • We look for a modest 75K rise in payrolls and a small fall in the unemployment rate to 4.5% in December.
  • Retailers and hospitality firms hired cautiously; consumers continue to report worsening job availability.
  • The FOMC still looks likely to pause in January, but the case for easing again will be robust by March.
Samuel TombsUS
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Keywords for: Publications

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