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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27 Oct 2020 Capex Orders and Shipments Still Rising, but Momentum is Easing

We're expecting to learn today that shipments of core capital goods jumped at a 33% annualized rate in the third quarter, a record increase, and more than reversing the 19.7%...

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

26 Oct 2020 The Manufacturing Recovery Can Continue as Goods Spending Rises

Back in the olden days, we argued that shifts in the global manufacturing cycle often originated in China, and then fed into the U.S. and European data with a lag of one-to-three...

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

23 Oct 2020 Happy Holidays Coming for (Some) Retailers even as Covid Surges

When we're thinking about the prospects for the holiday shopping season, we usually focus on two questions.

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

6 Oct 2020 Covid Threatens Medium-Term GDP Growth but the Story is not All Bad

The steep rise in the number of people unemployed for more than six months attracted a good deal of media attention after the release of Friday's August jobs report, as well...

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

2 Oct 2020 Decent September Payrolls don't Guarantee a Repeat in October

We look for a 950K increase in September private payrolls, more than the 700K or so implied by the Homebase daily employment data but consistent with ADP, assuming it has...

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

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