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

3 November 2025 US Monitor Indicators of consumers' spending are starting to flash amber

  • Continuing claims have returned to their rising trend; Homebase and Indeed data are also weakening.
  • Bloomberg Second Measure and Redbook data point to retail sales losing momentum last month.
  • Airline passenger numbers have picked up, but hotel room occupancy is now 2pp lower than a year ago.
Samuel TombsUS
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Keywords for: Publications

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