Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Daily Monitor Emerging Asia

26 June 2025 US Monitor How quickly will the FOMC react to higher-than-expected unemployment?

  • Mr. Powell refrained from providing lawmakers with triggers and timings for the intended policy easing in H2...
  • ...But 2024’s small upside unemployment surprise drove a rapid pivot; expect a repeat, despite the tariffs. 
  • GDPNow’s 3.4% projection for Q2 growth looks about right; underlying momentum is about half that figure.
Samuel TombsUS

25 June 2025 US Monitor Sluggish payroll growth signalled by Homebase and the Conference Board

  • Homebase data point to a mere 100K rise in June payrolls; Conference Board data point to even worse.
  • No other reliable indicators of payroll growth are due to be released, so we likely will maintain our 100K forecast.
  • The April surge in new home sales looks very fishy: we expect a slump in May.
Samuel TombsUS
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U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,