Pantheon Macroeconomics

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US Publications

Below is a list of our US 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 ISM Services Survey, February

Underlying services inflation still likely to decline.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, January

Underlying services inflation still likely to decline.

Oliver Allen (Senior US Economist)US

PM Datanote: US Employment Cost Index, Q4

The case for softer services inflation remains intact.

Oliver Allen (Senior US Economist)US

PM Datanote: US GDP, Q4

Tariff front-running prompts a surge in consumption; capex hit by Boeing strike.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, December

Net trade and inventories likely dragged heavily on Q4 GDP growth.

Oliver Allen (Senior US Economist)US

PM Datanote: US Durable Goods Orders, December

Aircraft likely drove a plunge in equipment investment in Q4.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, December

Manufacturing still looks fragile despite this improvement.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, December

Spending still very strong, but likely to soften.

Oliver Allen (Senior US Economist)US

PM Datanote: US Michigan Sentiment Survey, January

Tariff worries likely pushing up inflation expectations.

Oliver Allen (Senior US Economist)US

2 January 2025 US Monitor Weaker trade & investment prompt downgrade to our Q4 GDP forecast

  • We have revised down our forecast for Q4 GDP growth to 2%, from 2.5% previously.
  • Recent data point to a huge slump in investment in aircraft, and a significant drag from net foreign trade.
  • Attempts to get ahead of threatened tariffs probably will distort the GDP data in the early part of 2025.

Oliver Allen (Senior US Economist)US

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Keywords for: U.S. Documents

U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,