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.

US Jobless Claims August

PM Datanote: US Weekly Jobless Claims / Philly Fed

 Pick-up in continuing claims consistent with a further slowing in hiring.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, November 9

The softening in the labor market remains very gradual.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims/Productivity

Weak October payrolls were only partly due to strikes and storms.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, October 19

Boost from Milton underwhelms, while claims elsewhere drop back.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, September

Bouncing back after a poor H1, but Q3’s momentum will not be sustained.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, September 28

Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.

Samuel TombsUS

PM Datanote: US Advance Goods Trade, August

Net trade probably only a small drag on headline growth in Q3.

Oliver Allen (Senior US Economist)US

PM Datanote: US Durable Goods Orders, August

Underlying equipment investment is still weak, but computers and aircraft are red hot.

Oliver Allen (Senior US Economist)US

PM Datanote: US New Home Sales, August

Suspiciously strong and likely to drop back from here.

Oliver Allen (Senior US Economist)US

PM Datanote: US Existing Home Sales, August

A significant recovery seems unlikely in the near term.

Oliver Allen (Senior US Economist)US

PM Datanote: US Housing Starts, August

Single-family activity unlikely to recover much further.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, August

 Strong headline numbers, but a grim near-term outlook.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, August

Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead

Samuel TombsUS

PM Datanote: US PPI, August 2024

PPI and CPI data suggest the August core PCE rose by about 0.14%, sustaining the slowdown.

Samuel TombsUS

PM Datanote: US NFIB Small Business Optimism Survey, August

Punishingly high borrowing costs continuing to weigh on hiring and capex plans.

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,