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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
Please use the filters on the right to search for a specific date or topic.
First, an apology for breaking our two-page rule; we have a lot of ground to cover today. So, to business. Tapering is going to happen over the next few months; the only...
14th Jun 2021 00:30U.S.
Most of the action in the May CPI was in the Covid- sensitive components, again.
11th Jun 2021 00:20U.S.
We have no doubt that the trend in initial jobless claims will continue to fall over the summer, probably returning to cyclically normal levels in the mid-200K range or even lower.
10th Jun 2021 00:20U.S.
The May CPI is released tomorrow, but interest in the numbers is so high that we want to set out our forecast today, ahead of the rush.
9th Jun 2021 00:20U.S.
In 2015, key labor market indicators from the NFIB small business survey returned to levels last seen at the peak of the cycle in 2007, and unemployment hit the Fed's...
8th Jun 2021 00:30U.S.
The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.
7th Jun 2021 00:30U.S.
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
4th Jun 2021 00:20U.S.
ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.
3rd Jun 2021 00:20U.S.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
2nd Jun 2021 00:20U.S.
Let's try to put ourselves into the shoes of the FOMC, as the economy builds momentum on the back of the reopening. It is now abundantly clear from hard data, shown in our first...
1st Jun 2021 00:30U.S.
Core PCE Inflation is Headed for 3%- plus, but Probably not in April
28th May 2021 00:20U.S.
Manufacturing is Still Recovering, but Momentum has Eased
27th May 2021 00:20U.S.
Markets and the Fed will React Differently if May Payrolls Rebound
26th May 2021 00:20U.S.
Surging Restaurant Demand is Set to Lift May and June Retail Sales
25th May 2021 00:30U.S.
Real Shifts in Inflation Expectations Matter for Wages (Probably)
24th May 2021 00:30U.S.
Expect Better, but not Great, Payrolls in May, Supply is Still Constrained
21st May 2021 00:30U.S.
Some FOMC Members Want to Talk Tapering; The Leadership Does Not
20th May 2021 00:20U.S.
Housing Construction is Falling Because Demand has Dropped
19th May 2021 00:20U.S.
Inflation Expectations Should Fall in H2 as Food, Energy Pressure Fades
18th May 2021 00:30U.S.
One Huge Core CPI won't Move the Fed, but it Surely has their Attention
17th May 2021 00:30U.S.
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