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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U.S. Webinar - H2, 2018

The End is Coming...But When, How, and What Will It Look Like?... More by Ian Shepherdson

Region: U.S.   Publication:  Webinar  Download

25 June 2018 Imports Still Falling as the Hurricane Surge Continues to Unwind?

The latest data from container ports around the country are consistent with our view that imports are still correcting after the surge late last year, triggered by the hurricanes.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

22 June 2018 Business Capex is Still Set for Rapid Growth, Trade Spats Permitting

A round of recent conversations with investors suggests to us that markets remain quite skeptical of the idea that the recent upturn in capital spending will be sustained.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

21 June 2018 Business Surveys Set to Suffer from Tariffs, but the Hit will be Uneven

The startling jump in the Philly Fed index in May, when it rose 11.2 points to a 12-month high, seemed at first sight to be a response to fading tensions over global trade.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

20 June 2018 Existing Home Sales are Struggling May Activity Likely Dipped

Today brings more housing data, in the form of the May existing home sales numbers.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

19 June 2018 Rental Inflation is Set to Rise as Vacancies fall and Demand Increases

Housing rents account for some 41% of the core CPI and 18% of the core PCE, making them hugely important determinants of the core inflation rate.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

18 June 2018 The U.S. Will Blink Before Imposing Tariffs on Chinese Consumer Goods

The imposition of 25% tariffs on $50B-worth of imports from China, announced Friday, had been clearly flagged in media reports over the previous couple of weeks.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

15 June 2018 Strong Consumption set to Boost Second Quarter GDP Growth

The headline May retail sales numbers were flattered by a 2.4% leap in the wildly volatile building materials component and a price-driven 2.0% surge in gasoline sales.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

14 June 2018 Four Dots for 2018, and a Hawkish Tilt in the Statement

The Fed was more hawkish than we expected yesterday.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

13 June 2018 No Fourth Dot, and no Substantive Change in the Statement is Likely

We previewed the FOMC meeting in detail in the Monitor on Monday--see here--but, to reiterate, we expect rates to rise by 25bp but that the Fed will not add a fourth dot to the projections for this year.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

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