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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  US Datanote: U.S. Initial Jobless Claims, Durable Goods Orders, and Advance Goods Trade 2020

In one line: The warning from jobless claims is very clear; the manufacturing rebound is being offset by weakness in services, thanks to Covid.... More by Ian Shepherdson

Region: U.S. Publication: Datanotes [Download]

  Pantheon Macro Daily Coronavirus Update November 25th

U.S. Cases Could Dip Next Week, but Beware a (Temporary) Rebound... More by Ian Shepherdson

Region: U.S. Publication: Datanotes [Download]

  25 Nov 2020 Yellen will be an Excellent Treasury Secretary, but the Role is Limited

The impending appointment of ex-Fed Chair Yellen as Treasury Secretary is to be welcomed--a safer pair of hands is hard to imagine--but it does not change our view that the next Covid relief bill will be modest if Republicans still control the Senate after the January 5 runoffs in Georgia. As Treasury Secretary, Dr. Yellen will have a powerful bully pulpit, alongside Fed Chair Powell to make the case for more fiscal action.... More by Ian Shepherdson

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

  US Datanote: U.S. Consumer Confidence, November 2020

In one line: Likely not the bottom, but the late winter and spring will see a sustained rebound.... More by Ian Shepherdson

Region: U.S. Publication: Datanotes [Download]

  24 Nov 2020 Home Prices are Rocketing, but the Rapid Gains Likely won't Persist

The surge in U.S. median home prices has morphed from merely startling to truly remarkable.... More by Ian Shepherdson

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

  Pantheon Macro Daily Coronavirus Update November 23rd

U.S. Case Growth is Slowing Sharply; Thanksgiving is a Short-Term Threat... More by Ian Shepherdson

Region: U.S. Publication: Datanotes [Download]

  23 Nov 2020 Increased QE More Likely After the Treasury Kills Fed Lending Programs

The unilateral decision of Treasury Secretary Mnuchin to allow a slew of Fed emergency lending programs to close to new borrowers on December 31, despite Fed objections, increases the chance that the FOMC will step-up its asset purchases.... More by Ian Shepherdson

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

  Pantheon Macro Daily Coronavirus Update November 20th

Today Likely will See 200K U.S. Cases, but Growth is Slowing... More by Ian Shepherdson

Region: U.S. Publication: Datanotes [Download]

  20 Nov 2020 Covid Case Growth is Slowing, but Thanksgiving will Trigger a Spike

The rate of increase of confirmed new U.S. Covid cases per day is slowing, quite quickly.... More by Ian Shepherdson

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

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