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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PM Datanote: US Pending Home Sales, September

Probably not the start of a strong recovery.

Oliver Allen (Senior US Economist)US

PM Datanote: US GDP, Q3 Advance Estimate

Solid growth unlikely to prevent a November easing.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment, October

No reason to change payroll forecasts, given ADP's poor record

Oliver Allen (Senior US Economist)US

1 November 2024 US Monitor Claims tentatively point to a modest hit to payrolls from hurricanes

  • The latest claims data suggest the hit to NFP from Hurricanes Helene and Milton was relatively small.
  • September’s hefty rise in the core PCE deflator will be a blip; October’s storm-related boost will be small. 
  • Job market loosening points to lower core inflation in 2025, but Mr. Trump’s tariffs would upend that story.

Samuel TombsUS

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