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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Datanotes Inventories Trade

US Datanote: U.S. Personal Income, July 2021; Advance Goods Trade, July 2021

  • In one line: Consumption temporarily under pressure as stimulus hit fades and Delta strikes.

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

US Datanote: U.S. Advance Trade in Goods, March 2021

In one line: The rising deficit reflects the huge U.S. policy response to Covid.

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

US Datanote: U.S. Personal Income and Spending/Advance Goods Trade, February 2021

In one line: Weather and stimulus distortions abound, but keep an eye on healthcare inflation, especially hospitals.

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

US Datanote: U.S. Personal income and spending/Goods trade, January 2021

In one line: Stimulus hits the income, spending and saving data; one-time spike lift the core deflator.

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

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U.S. Document Vault,