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.

Please use the filters on the right to search for a specific date or topic.

  *January 2020 - U.S. Economic Chartbook*

Clarity Emerging As Hard Data Beat The Surveys...The Fed Has No Reason To Ease Further... More by Ian Shepherdson

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

  US Datanote: U.S. Housing Starts, December

In one line: Spectacular but clearly unsustainable.... More by Ian Shepherdson

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

  17 Jan 2020 Manufacturing is Stagnating, but a Modest H1 Upturn is a Fair Bet

The trend in manufacturing output probably is about flat, with no real prospect of any serious improvement in the near term.... More by Ian Shepherdson

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

  US Datanote: Philly Fed, January, Weekly jobless claims

In one line: Philly details much less spectacular than the headline; jobless claims back to lows.... More by Ian Shepherdson

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

  US Datanote: U.S. Retail Sales, December

In one line: Solid Dec but downward revisions will hit Q4 GDP estimates.... More by Ian Shepherdson

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

  16 Jan 2020 No Repeat of the December 2018 Plunge in Retail Sales

Ahead of the release of the retail sales report for December 2018, markets expected to see unchanged non-auto sales.... More by Ian Shepherdson

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

  US Datanote: U.S. Producer Prices, December and Empire State Survey, January

In one line: No overall PPI threat, but airline fares jump will lift the core PCE deflator.... More by Ian Shepherdson

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

  15 Jan 2020 The Rise in Continuing Jobless Claims is No Cause for Concern

The weekly jobless claims numbers are due Thursday, as usual, but in the wake of a flood of emails from readers, all asking a variant of the same question-- should we be worried about the rise in continuing jobless claims?--we want to address the issue now.... More by Ian Shepherdson

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

  US Datanote: U.S. CPI, December

In one word: Ignorable.... More by Ian Shepherdson

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

  US Datanote: U.S. NFIB Small Business Survey, December

In one line: Disappointing, but not a change in the trend.... More by Ian Shepherdson

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

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U.S. Document Vault, 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