U.S. Documents

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

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19 March 2024 US Monitor Payroll growth likely slowed in March, but still respectable, for now

Homebase points to solid March job growth, but likely slower than in February…
Either way, the outlook for the second quarter is materially weaker; hirings down, firings up.
Housing construction is set to rise as homebuilders gain market share; is the multi-family slump over?

Ian Shepherdson (Chief Economist, Chairman and Founder)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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