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

Please use the filters on the right to search for a specific date or topic.

Datanotes Weekly Monitor

PM Datanote: US Existing Home Sales, March

Unlikely to remain as strong as February

Oliver Allen (Senior US Economist)US

PM Datanote: US Philly Fed/Weekly Claims

Manufacturers are past the worst, but claims will rise this spring.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US NAHB Survey, March

Lower rates still supporting for homebuilders

Oliver Allen (Senior US Economist)US

PM Datanote: US University of Michigan Consumer Sentiment, March

Still consistent with resilient growth in consumption, for now

Samuel TombsUS

PM Datanote: US Industrial Production, February: No upturn visible yet

No upturn visible yet

Oliver Allen (Senior US Economist)US

PM Datanote: US Empire State Survey: No signs of recovery yet

No signs of recovery yet

Oliver Allen (Senior US Economist)US

18 March 2024 US Monitor The wall between the Fed and the private sector is gone; rates now hurt

  • The shrinking stock of excess savings has exposed most households and small firms to the Fed’s hikes…
  • Recent evidence of slowing growth is not yet definitive, but it has our attention.
  • Nothing would shift market expectations of faster easing than a clear softening in payrolls; is it coming?

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,