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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Datanotes Weekly Monitor

6 October 2025 US Monitor The Fed will need to be nimbler than usual if the economy founders

  • Households have delevered over the last five years and many have fixed-rate mortgages with low rates.
  • Reducing the funds rate to 3% next year merely would stabilize the effective mortgage rate.
  • The weakness in the ISM surveys in Q3 probably is understating the economy’s underlying momentum.
Samuel TombsUS

PM Datanote: US ISM Manufacturing Survey, September 2025

Manufacturing is going nowhere fast.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment, September 2025

Far from definitive.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, September 2025

Worsening job availability points to a further rise in the unemployment rate.

Oliver Allen (Senior US Economist)US

PM Datanote: US JOLTS, August 2025

Drops in the openings-to-unemployment ratio and quits signals slower wage growth ahead.

Samuel TombsUS

PM Datanote: US Pending Home Sales, August 2025

Lower mortgage rates start to lend a hand.

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,