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.

August 2024 Oliver Allen (Senior US Economist)

PM Datanote: US Advance Goods Trade, August

Net trade probably only a small drag on headline growth in Q3.

Oliver Allen (Senior US Economist)US

PM Datanote: US Durable Goods Orders, August

Underlying equipment investment is still weak, but computers and aircraft are red hot.

Oliver Allen (Senior US Economist)US

PM Datanote: US New Home Sales, August

Suspiciously strong and likely to drop back from here.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, August

A significant recovery seems unlikely in the near term.

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, August

Single-family activity unlikely to recover much further.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, August

 Strong headline numbers, but a grim near-term outlook.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Small Business Optimism Survey, August

Punishingly high borrowing costs continuing to weigh on hiring and capex plans.

Oliver Allen (Senior US Economist)US

PM Datanote: US Chicago PMI, August

An unreliable bellwether for the national picture.

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 NAHB Housing Market Index, August

Lower mortgage rates came too late for this month's survey.

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,