Pantheon Macroeconomics - U.S. Document Vault

U.S. Documents
U.S. Document Vault

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U.S. Publications

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  24 Oct 2019 Core Capex Orders aren't as Weak as the ISM Suggests... Yet

Core durable goods orders have not weakened as much as implied by the ISM manufacturing survey, as our first chart shows, but it is risky to assume this situation persists.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

  23 Oct 2019 The Richmond Fed Suggests the Worst is Over for the ISM, for now

The 17-point leap in the Richmond Fed index for October, reported yesterday, was startlingly large.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

  U.S. Datanote: Richmond Fed Survey, October

In one line: Noisy, but the trend seems to have levelled off; signals upside potential for October ISM.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

  U.S. Datanote: U.S. Existing Home Sales, September

In one line: The trend is rising, despite the September dip; new cycle highs likely by year-end.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

  22 Oct 2019 China-Sensitive Regions are Suffering as the Trade War Worsens

After the strong Philly Fed survey was released last week, we argued that the regional economy likely was outperforming because of its relatively low dependence on exports, making it less vulnerable to the trade war.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

  21 Oct 2019 Political Uncertainty Comes to U.S. Markets, What Happens Next

In recent client meetings the first and last topic of conversation has been the market implications of the possible departure of President Trump from office.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

  18 Oct 2019 Housing Investment Looks Set for a Double-Digit Q4 Jump

The declines in headline housing starts and building permits in September don't matter; both were driven by corrections in the volatile multi-family sector.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

  U.S. Datanote: U.S. Industrial Production, September

In one line: Depressed by the GM strike, but the underlying picture is grim too, and still deteriorating.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

  U.S. Datanote: U.S. Housing Starts, September

In one line: Ignore the headline declines; core picture is improving.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

  U.S. Datanote: U.S. Philadelphia Fed Survey, October

In one line: Hugely overstating the national manufacturing picture.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

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