Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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

Please use the filters on the right to search for a specific date or topic.

Chartbook Datanotes

US Datanote: U.S. Durable Goods Orders, June 2021

In one line: The underlying core trend remains solid.

Ian Shepherdson (Chief Economist and Founder)27th Jul 2021 15:37U.S.

US Datanote: New Home Sales, June 2021

In one line: Far below consensus, but consensus was ridiculous.

Ian Shepherdson (Chief Economist and Founder)26th Jul 2021 14:52U.S.

US Datanote: Existing Home Sales, June 2021

In one line: A blip against a downward trend.

Ian Shepherdson (Chief Economist and Founder)22nd Jul 2021 15:34U.S.

US Datanote: U.S. Housing Starts, June 2021

In one line: The drop in permits is more important than the jump in starts.

Ian Shepherdson (Chief Economist and Founder)20th Jul 2021 15:09U.S.

US Datanote: U.S. NAHB Homebuilder Survey, July 2021

In one line: Further to fall; demand has dropped.

Ian Shepherdson (Chief Economist and Founder)19th Jul 2021 15:37U.S.

July 2021 - U.S. Economic Chartbook

The Fed Won't Be Rushed To Labor Market Judgement...Supply Will Rise In The Fall, But How Far?

Ian Shepherdson (Chief Economist and Founder)19th Jul 2021 09:14U.S.

US Datanote: U.S. Retail Sales, June 2021

In one line: Robust, except the housing-sensitive components.

Ian Shepherdson (Chief Economist and Founder)16th Jul 2021 14:58U.S.

US Datanote: U.S. Industrial Production, June 2021

In one line: Hammered by the auto sector, again.

Ian Shepherdson (Chief Economist and Founder)15th Jul 2021 14:59U.S.

US Datanote: U.S. Jobless Claims 7 15 21, Philadelphia Fed and Empire State Survey, July 2021

In one line: Progress continues, but the Empire State surge is an outlier.  Price pressures peaking?

Ian Shepherdson (Chief Economist and Founder)15th Jul 2021 14:58U.S.

US Datanote: Powell Testimony, July 2021; PPI, June 2021

In one line: Powell sticks to the line as inflation rises.

Ian Shepherdson (Chief Economist and Founder)14th Jul 2021 16:15U.S.

US Datanote: U.S. Consumer Prices, June 2021

In one line: Startling, again, but mostly Covid-driven.

Ian Shepherdson (Chief Economist and Founder)13th Jul 2021 15:49U.S.

US Datanote: NFIB Survey, June 2021

In one line: Strong, including price and wage pressures.

Ian Shepherdson (Chief Economist and Founder)13th Jul 2021 15:49U.S.

US Datanote: U.S. Jobless Claims, 7 8 2021

In one line: July 4/auto retooling noise makes the weekly data hard to read; the trend is falling.

Ian Shepherdson (Chief Economist and Founder)8th Jul 2021 15:16U.S.

US Datanote: U.S. ISM Services Survey, June 2021

In one line: Headline hit by fading stimulus kick, but still high.

Ian Shepherdson (Chief Economist and Founder)6th Jul 2021 16:21U.S.

US Datanote: U.S. ISM Manufacturing Survey, June 2021

In one line: Hints that supply chain problems have peaked; growth still strong.

Ian Shepherdson (Chief Economist and Founder)1st Jul 2021 16:00U.S.

US Datanote: U.S. Jobless Claims, 7 1 2021

In one line: Still falling, with further to go.

Ian Shepherdson (Chief Economist and Founder)1st Jul 2021 16:00U.S.

US Datanote: U.S. Chicago PMI, June 2021; Pending Home Sales, May 2021

In one line: Surprising in opposite directions, but neither looks representative of the broader economy,

Ian Shepherdson (Chief Economist and Founder)30th Jun 2021 16:18U.S.

US Datanote: U.S. ADP Employment, June 2021

In one line:  Decent but still no cigars.

Ian Shepherdson (Chief Economist and Founder)30th Jun 2021 16:18U.S.

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: U.S. Documents

U.S. Document Vault,