Pantheon Macroeconomics

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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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PM Datanote: U.S. Michigan Consumer Sentiment, October

Consumers' confidence likely to rebound from here, now that gas prices are falling.

US

16 October 2023 US Monitor Higher for Longer is not Higher Forever; the Distinction Matters

  • Higher for longer reflects stronger trend growth, but the interest rate cycle has not been abolished…
  • …The next substantial move in rates will be to the downside, and it will be faster than the Fed expects.
  • Consumers are unhappy, but cheaper gasoline will cheer them up, provided stocks don’t tank.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

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Keywords for: U.S. Documents

U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence