Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our 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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Ian Shepherdson (Chief Economist, Chairman and Founder)

5 December 2023 US Monitor Quits Signal Slower Wage Gains

  • The quits rate fell much further than implied by the drop in unemployment during the Great Rehiring…
  • …It correctly signalled that wage gains would rocket, but now it tells the opposite story.
  • ISM services has tracked sideways in recent months, net; the pattern likely continued in November.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

4 December 2023 US Monitor Chair Powell's Optionality Line is Nominal, Not Real; they're Done

  • Chair Powell’s heart is no longer in the optionality story; he repeated it Friday but it’s no longer realistic.
  • The continued shrinkage of the M2 money supply is disconcerting, even for non-monetarists.
  • The manufacturing sector is in the doldrums, and auto sales are now trending down.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: U.S. Personal Incomes and Spending/Jobless Claims

Core inflation is falling; spending is softening.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence