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.

August 2021

14 Dec 2021 Brace for Higher Core PPI Inflation, but the Peak is not Far Off

Core PPI inflation has further to rise, but it should start to fall in January.

The details of the NFIB survey are more important than the headline index...

...Look out for strength in capex plans, and a modest rise in selling prices, lifted by gas prices.

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

US Datanote: U.S. Industrial Production, October 2021

  • In one line: The recovery continues, but the m/m October rebound overstates the trend

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

US Datanote: Empire State Survey, November 2021

  • In one line: Demand still strong; supply chain pressures peaking?

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

US Datanote: NFIB Survey, October 2021

  • In one line: Still Delta-depressed, but capex plans strengthening.

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

US Datanote: Employment, October 2021

  • In one line: The re-rebound is underway, as Covid cases subside.

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

US Datanote: FOMC Statement, November 2021

  • In one line: Tapering begins, but “transitory” inflation - with risks - is still the key story.

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

US Datanote: ISM Services, October 2021

  • In one line: Tapering begins, but “transitory” inflation - with risks - is still the key story.

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

US Datanote: ADP Employment, October 2021

  • In one line: A better shot at being right than in September?

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

US Datanote: U.S. GDP, Q3 advance & Weekly Jobless Claims, October 2021

  • In one line: Core capex orders still rising strongly; trade hit by the lagged effect of lower summer oil prices

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

US Datanote: U.S. Durable Goods Orders & Advance Goods Trade, September 2021

  • In one line: Core capex orders still rising strongly; trade hit by the lagged effect of lower summer oil prices

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

US Datanote: U.S. Consumer Confidence, October 2021

  • In one line: The fading of Delta fears is outweighing the hit from higher energy prices.

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

US Datanote: U.S. Weekly Jobless Claims 10 21 21; Philly Fed, October 2021

  • In one line: Claims have further to fall; Philly details stronger than the headline.

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

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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