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.

Emerging Asia Datanotes Weekly Monitor Global

PM Datanote: US Durable Goods Orders/Advance Goods Trade

Net trade and equipment investment both set to drag on Q2 growth.

Oliver Allen (Senior US Economist)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

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

PM Datanote: US Housing Starts, May

Residential investment likely to plunge in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, May

A gradual recovery is taking hold, but manufacturing is too small to alter the bigger picture.

Samuel TombsUS

PM Datanote: US Univ. of Michigan Consumer Sentiment, June Prelim

A further slowdown in consumption growth seems increasingly likely.

Oliver Allen (Senior US Economist)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

PM Datanote: US CPI, May

Disinflation is back on track; expect two easings in today’s 2024 dot plot.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US NFIB Survey, May

A partial recovery, but still a downbeat picture.

Oliver Allen (Senior US Economist)US

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