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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*January 2018 - U.S. Economic Chartbook*

Slower Growth This Year Is Invevitable...But That Doesn't Make Zero Hikes Inevitable Too... More by Ian Shepherdson

Region: U.S.   Publication:  Chartbook  Download

9 January 2019 Small Firms are Cutting their Capex Plans but Raising Prices

The only way to read the December NFIB survey and not be alarmed is to look at the headline, which fell by less than expected, and ignore the details.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

8 January 2019 Bifurcation Intensifying Services Outperforming as Industry Suffers

If you need more evidence that the U.S. economy is bifurcating, look at the spread between the ISM non- manufacturing and manufacturing indexes, which has risen to 3.5 points, the widest gap since September 2016.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

7 January 2019 Job Growth will Slow in Q1, but it Won't Collapse, AHE is Accelerating

If our composite index of businesses' hiring plans could speak, it would say: "Told you payrolls were going to go nuts at the end of the year."... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

4 January 2019 December Payrolls Look Set for Hefty Gain, but Downside AHE Risk

Today's December payroll number was a tricky call even before yesterday's remarkably strong ADP report, showing private payrolls soaring by 271K.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

3 January 2019 Is QT Driving the Stock Market Down, or is it Just a Bit-part Player

We have focussed on the role of the trade war in depressing U.S. stock prices in recent months, arguing that the concomitant uncertainty, disruptions to supply chains, increases in input costs and, more recently, the drop in Chinese demand for U.S. imports, are the key factor driving investors to the exits.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

27 December 2018 The President is the Problem, not the Federal Reserve or Jay Powell

The biggest single problem for the stock market is the president.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

20 December 2018 The Dovish Hike wasn't Dovish Enough for the Stock Market

The FOMC did the minimum expected of it yesterday, raising rates by 25bp--with a 20bp increase in IOER--and dropping one of its dots for 2019.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

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