Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 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.

Personal Income & Spending / Pending Home Sales

PM Datanote: US Pending Home Sales, July 2025

Further falls in prices likely needed to get sales moving again.

PM Datanote: US S&P Global Composite PMI / Existing Home Sales

The rebound in growth implied by the PMI looks too good to be true.

PM Datanote: US Personal Incomes & Spending, June 2025

Core inflation set to climb further as spending barely grows.

PM Datanote: US Existing Home Sales, June

Weak demand and recovering supply are putting pressure on prices.

PM Datanote: US Retail Sales, June

Sales growth less impressive in real terms; consumer slowdown continues.

PM Datanote: US Retail Sales, May

Underlying sales volumes holding up...for now.

PM Datanote: US S&P Global Composite PMI, May

Economy robust in the face of tariff uncertainty for now.

PM Datanote: US Existing Home Sales, April

 Still impeded by high mortgage rates and elevated uncertainty.

PM Datanote: US Personal Income & Spending / Pending Home Sales

Growth in services spending has slowed only modestly, but a sharper decline lies ahead.

PM Datanote: US S&P Global Composite PMI, April

Slowing, not careering towards recession.

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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,