Pantheon Macroeconomics - Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.

U.S. Key Issues
Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.

Sorry, but our website is best viewed on a device with a screen width greater than 320px. You can contact us at: info@pantheonmacro.com.

U.S. Key Issues

Trade and Taxes are Bifurcating the Economy

  10 Dec 2019 Small Firms Like Rising Stock Prices, even as Trade Uncertainty Continues

The monthly survey of small businesses conducted by the National Federation of Independent Business is quite sensitive to short-term movements in the stock market, so we're expecting an increase in the November reading, due today.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Daily [Download]

  26 Nov 2019 The Export Collapse Signalled by the Late Summer ISM has been Averted

We were terrified by the plunge in the ISM manufacturing export orders index in August and September, which appeared to point to a 2008-style meltdown in trade flows.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Daily [Download]

  25 Nov 2019 Deferring the December 15 Tariffs is not Alone Enough to Lift Growth

The weaker is the economy over the next few months, the more likely it is that Mr. Trump blinks and removes some--perhaps even all--the tariffs on Chinese imports.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Weekly [Download]

  8 Nov 2019 Markets Like "Phase One" Trade, but the Next Stages Will be Difficult

Markets clearly love the idea that the "Phase One" trade deal with China will be signed soon, at a location apparently still subject to haggling between the parties.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Daily [Download]

  16 Oct 2019 Did Pre-Tariff Spending Boost September Retail Sales

Tariffs are a tax on imported goods, and higher taxes depress growth, other things equal.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Daily [Download]

  15 Oct 2019 The China Trade Nothingburger won't Turn the Economy Around

The New York Times called the China trade agreement reached Friday "half a deal", but that's absurdly generous.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Daily [Download]

  29 Aug 2019 Is the Growth Drag from Foreign Trade set to Persist

Net foreign trade was a drag on GDP growth in the second quarter, subtracting 0.7 percentage points from the headline number.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Daily [Download]

  9 July 2019 Did the Rising China Tariffs and the Mexico Threat Scare Small Firms?

Small business sentiment and activity, as reported by the NFIB survey, has recovered exactly half the drop triggered by the rollover in stock prices in the fourth quarter. This matters, because most people work at small firms, which are responsible for the vast bulk of net job growth.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Daily [Download]

  1 July 2019 Trade Talks Back on, this Time, Expect a Deal, Both Sides Need One

The outcome of the Trump-Xi meeting at the G20 summit was as good as we expected.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Weekly [Download]

  27 June 2019 Orders, Trade and Inventory Data Suggest Q2 Growth Headed for 21⁄4%

Yesterday's raft of data had no net impact on our forecast for second quarter GDP growth, which we still think will be about 21⁄4%.... More by Ian Shepherdson

Region: U.S. Publication: Monitor Daily [Download]

Page 1 of 5 (46 Documents)Next »

Consistently Right

Access Key Enabled Navigation

Keywords for: U.S. Key Issues

pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent analysis, independent macroeconomic research, independent, analysis, research, economic intelligence, economy, economic, economics, economists, , Ian Shepherdson, financial market, macro research, independent macro research