US Publications
Below is a list of our US 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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Ian Shepherdson (Chief Economist, Chairman and Founder)
- Fed hawkishness and strong third quarter GDP growth have driven up term premiums…
- …But the economy will be much softer in Q4, and core inflation will continue to fall; yields will drop.
- A one-time rebound in S&L education employment is a real upside risk to September payrolls.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- Shutdown averted for now, but the path to passing spending bills by November 17 is narrow and rocky.
- Core PCE inflation is slowing across a broad front, with further sustained declines ahead.
- Third quarter consumption likely rose at a 3½% rate in Q3, but the fourth quarter will be much softer.
Ian Shepherdson (Chief Economist, Chairman and Founder)US