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.

Banks

25 Mar 2021 Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising

Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising

Ian Shepherdson (Chief Economist and Founder)25th Mar 2021 00:20U.S.

15 Mar 2021 Deeply Embedded Low Inflation Psychology didn't End Well in the 60s

Deeply Embedded Low Inflation Psychology didn't End Well in the 60s

Ian Shepherdson (Chief Economist and Founder)15th Mar 2021 00:30U.S.

10 Nov 2020 The Post-Covid Era is no Longer Just a Dream, but it's Not Here Yet

Pfizer's announcement yesterday provided the answer to the--rhetorical--question we've been asking for months: Do you want to be short equities the day we learn...

Ian Shepherdson (Chief Economist and Founder)9th Nov 2020 22:40U.S.

19 Oct 2020 The Big Threat to Q4 Consumption is Covid, not Consumers' Cashflow

The third quarter ended with a bit of a bang for retailers, with sales rising strongly, even in the woebegone department store sector. The apparent loss of momentum in July and...

Ian Shepherdson (Chief Economist and Founder)19th Oct 2020 00:20U.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)2nd Oct 2020 00:20U.S.

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