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

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Ian Shepherdson (Chief Economist, Chairman and Founder) Gabriella Dickens Samuel Tombs

PM Datanote: US Personal Income & Spending/Trade, February

Core prices back on track; real after-tax income growth slowing sharply

Ian Shepherdson (Chief Economist, Chairman and Founder)US

2 April 2024 US Monitor Ignore JOLTS job openings, but pay attention to the quits rate

  • The JOLTS quit rate flagged the surge in wages during the Great Rehiring. It now points to a sharp slowdown. 
  • Vehicle sales were probably little changed in March, suggesting a drag on Q1 consumption growth. 
  • A nascent recovery in manufacturing is finding its feet, but core goods prices look set to continue falling.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

1 April 2024 US Monitor Core PCE back on track following the January jump

  • February’s subdued core PCE price data support the idea that January’s spike was a one-time fluke.
  • Consumption is on track for a 2% gain in Q1, down from 3.3% in Q4, and real income growth is slowing
  • A modest uptick in ISM manufacturing is a decent bet, but the sector remains weak.

Ian Shepherdson (Chief Economist, Chairman and Founder)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,