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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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

12 July 2019 June's Core CPI Makes it Clear that a 50bp Ease is an Unnecessary Risk

Monthly core CPI prints of 0.3% are unusual; June's was the first since January 2018, so it requires investigation.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

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

In one line: Tariffs, labor costs, and tight rental home supply pushing up core inflation, plus some noise.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

11 July 2019 Only a Run of Very Strong Numbers Now Could Stop the Fed this Month

At least some investors clearly were expecting Fed Chair Powell yesterday to offer a degree of resistance to the idea that a rate cut at the end o f this month is a done deal.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

U.S. Datanote: Fed Chair Powell Monetary Policy Testimony

In one line: No pushback on the July ease, but it's still a bad idea.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

10 July 2019 Powell to Stick to the Party Line. Will he Mention the Trimmed Mean PCE?

We'd be surprised to see any serious shift in the tone of Fed Chair Powell's semi-annual Monetary Policy Testimony today compared to the FOMC statement and press conference just three weeks ago.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

U.S. Datanote: U.S NFIB Survey, June

In one line: Selling prices surge after tariffs on Chinese imports rise.... 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