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.

Samuel Tombs

PM Datanote: US Existing Home Sales, September

Weakness due to high mortgage rates, not hurricanes or the approaching elections.

Samuel TombsUS

PM Datanote: US NAHB Housing Market Index, October

Sentiment improving, but mortgage rates remain too high for demand to recover materially.

Samuel TombsUS

PM Datanote: US Retail Sales, September

Bouncing back after a poor H1, but Q3’s momentum will not be sustained.

Samuel TombsUS

PM Datanote: US CPI, September

Consistent with a 0.2% core PCE print; the momentum was in non-PCE components.

Samuel TombsUS

PM Datanote: US Employment, September

Low response rate suggests jump in payrolls very likely to be revised away.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, September 28

Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.

Samuel TombsUS

PM Datanote: US ADP Employment, September

Indicators with a better track record paint a much weaker picture.

Samuel TombsUS

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Keywords for: Publications

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