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.

July SupplyGrowth

PM Datanote: US CPI, August

Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Personal Income & Spending, July

Undershooting the Fed’s June core PCE forecast for the third straight month.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Pending Home Sales, July

Housing market activity likely to remain very weak.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, July

Drag from trade on Q3 GDP growth likely to be offset elsewhere.

Oliver Allen (Senior US Economist)US

PM Datanote: US Durable Goods Orders, July

 Ignore the headline, the underlying trend is very weak.

Oliver Allen (Senior US Economist)US

PM Datanote: Existing Home Sales, July

Expect a small rise in H2 sales, but the weakening labor market will constrain activity.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Housing Starts, July

 A weather-related plunge in July, but residential construction set for a weak Q3.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, July

Consumers keep spending, despite deteriorating fundamentals.

Oliver Allen (Senior US Economist)US

PM Datanote: US industrial production, July

The underlying trend still looks flat; expect continued stagnation ahead.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US CPI, July

Another month of “good data”, implying a 0.13% core PCE print.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US NFIB Small Business Optimism Survey, July

Headline index surges, but the details still point to weakness.

Oliver Allen (Senior US Economist)US

PM Datanote: US Productivity / Jobless Claims

Meagre growth in unit labor costs supports the case for policy easing.

Oliver Allen (Senior US Economist)US

PM Datanote: US Chicago PMI & Pending Home Sales

The PMI is probably a poor guide to the national picture.

Oliver Allen (Senior US Economist)US

PM Datanote: US Consumer Confidence, July

Confidence improves, but the fundamentals are still shaky.

Oliver Allen (Senior US Economist)US

US Durable Goods/Jobless Claims

The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.

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,