Pantheon Macroeconomics

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U.S. Publications

Below is a list of our U.S. Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep

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ordersBanco Central del Uraguay

7 Dec 2021 Rates Set to Rise in May, but the Fed can Sit Out the Summer

  • The Fed likely will want to take out further insurance, beyond faster tapering, against upside inflation risk.
  • Restoring 2% inflation requires supply chains to ease, wage gains to slow, and productivity growth to rise.
  • Individually, these are all much better than 50/50 shots but the Fed needs them all.

Ian Shepherdson (Chief Economist and Founder)U.S.

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U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence