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

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

17 Sept 2020 The Fed Adopts Outcome-Based Guidance, Raising the Rate Hike Bar

The Fed yesterday formally adopted outcome-based forward guidance, setting out the conditions under which rates will rise: "The Committee... expects it will be appropriate to...

Ian Shepherdson (Chief Economist and Founder)17th Sep 2020 00:10U.S.

US Datanote: U.S. Retail Sales, August 2020

In one line: Still rising, but not for much longer if Congress fails to act.

Ian Shepherdson (Chief Economist and Founder)16th Sep 2020 16:12U.S.

Pantheon Macro Daily Coronavirus Update September 16th

The decline in U.S. hospitalizations is slowing; test positivity still high.

Ian Shepherdson (Chief Economist and Founder)16th Sep 2020 11:08U.S.

16 Sept 2020 The Fed will Emphasize its Pursuit of Maximum Employment Today

It's not clear if the first FOMC meeting since the release of the Fed's new Monetary Policy Strategy will bring any real shift in policy, though we think it unlikely that...

Ian Shepherdson (Chief Economist and Founder)16th Sep 2020 00:20U.S.

US Datanote: U.S. Industrial Production, August 2020

In one line: The rebound contiunues, but at a slowing pace.

Ian Shepherdson (Chief Economist and Founder)15th Sep 2020 16:10U.S.

US Datanote: U.S. Empire State Survey, September 2020

In one line: Manufacturing is growing, but momentum has stalled.

Ian Shepherdson (Chief Economist and Founder)15th Sep 2020 16:10U.S.

15 Sept 2020 The Manufacturing Sector is Losing Steam, but Autos have Further to go

Momentum in the rebound in economic activity has faded over the past couple months, housing and auto sales aside.

Ian Shepherdson (Chief Economist and Founder)15th Sep 2020 00:20U.S.

Pantheon Macro Daily Coronavirus Update September 14th

U.S. Test Positivity is Stuck At 5%; Europe's Second Wave Persists

Ian Shepherdson (Chief Economist and Founder)14th Sep 2020 11:59U.S.

14 Sept 2020 Core Inflation will Rise Further, Core PCE to hit the Target by Year-End?

The 0.4% August core CPI print was close to our expectations, and it likely will look much the same in September and October, driven by the same forces.

Ian Shepherdson (Chief Economist and Founder)14th Sep 2020 00:20U.S.

Pantheon Macro Daily Coronavirus Update September 11th

U.S. Cases Falling Again but the Positive Test Rate is Stubbornly High

Ian Shepherdson (Chief Economist and Founder)11th Sep 2020 11:35U.S.

11 Sept 2020 Upside Risk for the August CPI, Used Car Prices are the Key Threat

In the wake of the surprise 0.6% July surge in the core CPI, the biggest increase since January 1991--most forecasters look for mean reversion to 0.2% in today's August...

Ian Shepherdson (Chief Economist and Founder)11th Sep 2020 00:20U.S.

US Datanote: U.S. Weekly Jobless Claims and PPI, August 2020

In one line: The labor market has stalled; PPI boosted by autos and healthcare services.

Ian Shepherdson (Chief Economist and Founder)10th Sep 2020 15:38U.S.

*September 2020 - U.S. Economic Chartbook*

The Fed's New Strategy Elevates The Jobs Objective...But They Can't Do All Thr Work Alone

Ian Shepherdson (Chief Economist and Founder)10th Sep 2020 14:40U.S.

10 Sept 2020 Initial Claims are Falling, but the Bigger Picture is Still Disconcerting

We're expecting to see another dip in initial claims for regular state unemployment benefits today, to about 850K, but that's only part of the story.

Ian Shepherdson (Chief Economist and Founder)10th Sep 2020 00:10U.S.

Pantheon Macro Daily Coronavirus Update September 9th

In one line: New U.S. cases are falling again; Europe's second wave is still increasing.

Ian Shepherdson (Chief Economist and Founder)9th Sep 2020 11:00U.S.

9 Sept 2020 Rebounding Home Prices Likely will Push CPI Rent Inflation Back up

The remarkable surge in both new and existing home sales in recent months already has pushed inventory down and prices up.

Ian Shepherdson (Chief Economist and Founder)9th Sep 2020 00:20U.S.

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