Pantheon Macroeconomics - U.S. Document Vault

U.S. Documents
U.S. Document Vault

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U.S. Publications

Below is a full list of our U.S. Publications.

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17 July 2019 Consumers Leading the Way, but is Manufacturing Close to a Floor

We have revised up our second quarter consumption forecast to a startling 4.0% in the wake of yesterday's strong June retail sales numbers, which were accompanied by upward revisions to prior data.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

U.S. Datanote: NAHB Homebuilder Survey, July

In one line: Treading water, but should strengthen markedly soon.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

U.S. Datanote: Industrial Production, June

In one line: Manufacturing is enduring a mild recession, but it probably won't deepen much further.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

U.S. Datanote: U.S. Retail Sales, June

In one line: A 4% quarter for consumers' spending does not make a compelling case for easier money.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

U.S. Datanote: U.S. Empire State Survey, July

In one line: A welcome partial rebound, but a real recovery is unlikely before the fall.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

16 July 2019 No End in Sight Yet to the Industrial Consumer Bifurcation

Today's brings the June retail sales and industrial production reports, after which we'll update our second quarter GDP forecast.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

*July 2019 - U.S. Economic Chartbook*

No further easing needed, if a trade deal is done...but this is a dovish fed, on a hair-trigger... More by Ian Shepherdson

Region: U.S.   Publication:  Chartbook  Download

15 July 2019 Early Resolution to the Debt Ceiling would Raise Growth Forecasts

Treasury Secretary Mnuchin's five-line letter to House Speaker Pelosi on last Friday--copied to other Congressional leaders--which said that "there is a scenario in which we run out of cash in early September, before Congress reconvenes", introduces a new element of uncertainty to the debt ceiling story.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

U.S. Datanote: U.S. Producer Prices, June

In one line: Upside inflation risks are elsewhere.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

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