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.

Datanotes Emerging Asia Weekly Monitor

PM Datanote: US Advance Goods Trade, June

Hit to Q2 GDP growth from net trade probably offset by inventories and investment.

Oliver Allen (Senior US Economist)US

22 July 2024 US Monitor Taylor rules signal faster rate cuts than the Fed and markets expect

  • Interest rate rules monitored by the FOMC suggest rates should already have been reduced to 4%.
  • Policy rules are sensitive to the assumed neutral rate, but also to unemployment, which will rise further.
  • The latest readings for a raft of leading indicators suggest that lower housing inflation is here to stay.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

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: US industrial production, June

A strong Q2 for manufacturing, but major headwinds persist.

Oliver Allen (Senior US Economist)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 Empire State Manufacturing Survey, July

Output lacking momentum, but goods inflation still very much in check.

Oliver Allen (Senior US Economist)US

PM Datanote: US NFIB Survey, June

A slight improvement from a weak base, but challenges remain.

Oliver Allen (Senior US Economist)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 ISM Services Survey, June

Ugly activity and employment numbers, further signs of disinflation. 

Oliver Allen (Senior US Economist)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 Chicago PMI, June

 PMI's June surge tells us nothing about the national picture.

Oliver Allen (Senior US Economist)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,