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
Please use the filters on the right to search for a specific date or topic.
Global Weekly Monitor Miguel Chanco (Chief EM Asia Economist) Ian Shepherdson (Chief Economist, Chairman and Founder)
- The supply-side factors we wanted to see in order to push inflation back down have all now normalized…
- Excess demand is the last piece of the jigsaw; the lagged hit from the Fed’s hike will take care of it.
- As demand moderates, gross margins will fall, pushing inflation back to target, and perhaps below it.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- House Republicans are yet to coalesce around a funding plan that could pass the Senate…
- …That might change, but right now a government shutdown starting at midnight Friday looks likely.
- The spike in inflation expectations will reverse, but Fed policymakers will be unhappy in the meantime.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- The gradual downshift in job growth continues, but labor demand is not collapsing.
- If unemployment hits 4%, the Fed will struggle to jus- tify sticking to the line that it could hike again.
- Wage growth is slowing, with a further softening in the pipeline; further policy tightening is unnecessary.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
