Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

Chartbook Datanotes Weekly Monitor Ian Shepherdson (Chief Economist, Chairman and Founder)

PM Datanote: US Jobless Claims / Philly Fed

Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: Housing Starts, June 2024

Tentative signs of recovery in the multi-family sector, but single-family starts look set to fall further.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Retail Sales, June

Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Employment Report, June

Weakening in private payroll growth points to multiple rate cuts in H2. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Weekly Jobless Claims & ADP, June

Layoffs still trending higher, but the data will be noisy over the coming weeks. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Weekly Jobless Claims, June 22

Probably depressed marginally by Juneteenth; the trend remains upwards.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Consumer Confidence, June

Consistent with slowing consumption growth and a gently rising unemployment rate.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

June 2024 - US Economic Chartbook

THE SLOWDOWN IS REAL, AND WILL PERSIST…

  • …THE FED IS RUNNING THE RISK OF DELAYING TOO LONG

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Existing Home Sales, May

New mortgage rates still far too high for transactions to recover

Ian Shepherdson (Chief Economist, Chairman and Founder)US

24 June 2024 US Monitor Will lower rates be enough for stocks if margins adjust sharply downwards?

  • Stocks will like Fed easing, but will be less enamored of a potentially steep drop in gross margins.
  • Existing home sales fell a bit further in May and a sustained recovery looks a long way off.
  • The pick-up in the employment index of S&P Global PMI survey in June is probably a red herring.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

17 June 2024 US Monitor The FOMC is too optimistic with its unemployment forecast

  • The Fed likely will have to revise up its unemployment forecast in September; the trend is rising.
  • Consumers’ confidence fell again in June, despite lower gas prices and a booming stock market.
  • The Empire State survey will help to assess the size of the shipping cost shock coming manufacturers’ way.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US PPI, May 2024

May core PCE likely rose just 0.11%, well below the Fed’s expectations.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: U.S. Documents

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