Pantheon Macroeconomics - U.S. Document Vault

U.S. Documents
U.S. Document Vault

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U.S. Publications

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17 August 2018 Noisy Headlines Don't Change the Core Story Growth Still Solid

Your correspondent is headed to the beach for the next couple of weeks, with publication resuming on Tuesday, September 4.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

16 August 2018 Domestic Demand Strength from Q2 Spilled Over into Early Q3

Yesterday's wave of data suggested that a good part of the strength in final demand in the second quarter was sustained into the first month of this quarter, and perhaps the second too.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

15 August 2018 Soft July Headline Retail Sales Numbers will Hide a Solid Core

The first wave of domestic third quarter data crashes ashore this morning.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

14 August 2018 Turkey's Meltdown is no Threat to the U.S. Economy, or Banks

Turkey has all the problems you don't want to see in an emerging market when the U.S. is raising interest rates.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

13 August 2018 Core Inflation won't Repeat the Jump of the Past Few Months

The jump in core inflation in recent months is about as alarming as the sudden decline in the same period last year; that is, not very.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

10 August 2018 Near-Term Core Inflation Risk is Modest the Fed Fears the Future

The continued modest rate of increase in unit labor costs makes it hard to worry much about the near-term outlook for core inflation.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

9 August 2018 Core PPI Inflation is Still Rising, but Most of the Pressure is Due to Oil

Core PPI inflation has risen steadily this year, with month-to-month increases of 0.3% or more in five of the past six months.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

8 August 2018 Chainstore Sales Growth is Strong, but the Tax Cuts aren't Responsible

The release yesterday of the weekly Redbook chainstore sales report for the week ended Saturday August 4 means that we now have a complete picture of July sales.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

7 August 2018 Why are the JOLTS Job Openings Numbers so Strong

According to the official data presented in the JOLTS report, the number of job openings across the U.S. rose gently from 2011-to 13, rocketed in 2014, trended upwards much more slowly from 2015-to-17, and then, finally, unexpectedly jumped to record highs in the spring of this year.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

6 August 2018 Don't Worry About July's Payroll Numbers, Trend is Still 200K-plus

We are not worried, at all, by the slowdown in headline payroll growth to 157K in July from an upwardly-revised 248K in June.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

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