Pantheon Macroeconomics

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U.S. Publications

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Chartbook

*February 2021 - U.S. Economic Chartbook*

Covid Is Receding, New Variants Permitting...The Re-Opening Is Underway, And Will Accelerate

Ian Shepherdson (Chief Economist and Founder)11th Feb 2021 10:02U.S.

*January 2021 - U.S. Economic Chartbook*

Growth Is Slowing As Covid Restrictions Bite...Worse To Come If Cases Rise Over The Holidays

Ian Shepherdson (Chief Economist and Founder)14th Jan 2021 08:22U.S.

*December 2020 - U.S. Economic Chartbook*

Growth Is Slowing As Covid Restrictions Bite...Worse To Come If Cases Rise Over The Holidays

Ian Shepherdson (Chief Economist and Founder)11th Dec 2020 09:24U.S.

*November 2020 - U.S. Economic Chartbook*

The Covid Pandemic Will Be Over Next Year...But It's Raging Now, And The Winter Will Be Grim

Ian Shepherdson (Chief Economist and Founder)17th Nov 2020 08:53U.S.

*October 2020 - U.S. Economic Chartbook*

Growth Momentum Has Faded...More Stimulus Is Coming, But When?

Ian Shepherdson (Chief Economist and Founder)9th Oct 2020 11:47U.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 10:40U.S.

*August 2020 - U.S. Economic Chartbook*

The Discretionary Consumer Economy Has Stalled...But Base Effects Will Lift Q3 GDP

Ian Shepherdson (Chief Economist and Founder)7th Aug 2020 12:00U.S.

*July 2020 - U.S. Economic Chartbook*

The Southern Covid Wave Will Subside In August...But Real Damage Has Been Done To The Recovery

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

*June 2020 - U.S. Economic Chartbook*

The U.S. Reopening Will Not All Be Smooth...But The Economy Will Be Much Better By Summer's End

Ian Shepherdson (Chief Economist and Founder)12th Jun 2020 09:10U.S.

*May 2020 - U.S. Economic Chartbook*

The Economy Is Past The Covid Low, Just...But The Way Back Will Be Long And Painful

Ian Shepherdson (Chief Economist and Founder)13th May 2020 12:31U.S.

*March 2020 - U.S. Economic Chartbook*

Covid-19 Will Force Further Fed And Fiscal Easing...Timing/Speed Of The Eventual Rebound Is Unknowable

Ian Shepherdson (Chief Economist and Founder)12th Mar 2020 11:58U.S.

*April 2020 - U.S. Economic Chartbook*

Beware Economist Bearing Forecasts....Viruses Don't Respect Our Wishes

Ian Shepherdson (Chief Economist and Founder)3rd Mar 2020 08:00U.S.

*January 2020 - U.S. Economic Chartbook*

Clarity Emerging As Hard Data Beat The Surveys...The Fed Has No Reason To Ease Further

Ian Shepherdson (Chief Economist and Founder)17th Jan 2020 10:06U.S.

*December 2019 - U.S. Economic Chartbook*

Mixed Surveys, Mixed Data; Contradictions Abound....No Wonder The Fed Wants To Do Nothing

Ian Shepherdson (Chief Economist and Founder)16th Dec 2019 09:42U.S.

*November 2019 - U.S. Economic Chartbook*

Peak Trade War Likely Has Passed....But Existing Tariffs Are Dampening Growth

Ian Shepherdson (Chief Economist and Founder)7th Nov 2019 09:29U.S.

*October 2019 - U.S. Economic Chartbook*

A Grinding Slowdown Is Now Our Base Case....But Higher Inflation Will Constrain The Fed

Ian Shepherdson (Chief Economist and Founder)10th Oct 2019 06:36U.S.

*September 2019 - U.S. Economic Chartbook*

Serious downside risks to growth are mounting...but the fed can't ignore rising inflation risks

Ian Shepherdson (Chief Economist and Founder)17th Sep 2019 07:55U.S.

*August 2019 - U.S. Economic Chartbook*

The domestic business cycle doesn't matter, yet: Global Growth and the Trade War are driving the Fed

Ian Shepherdson (Chief Economist and Founder)19th Aug 2019 20:00U.S.

*July 2019 - U.S. Economic Chartbook*

No further easing needed, if a trade deal is done...but this is a dovish fed, on a hair-trigger

Ian Shepherdson (Chief Economist and Founder)15th Jul 2019 06:01U.S.

*June 2019 - U.S. Economic Chartbook*

The fed is in a double bind: what to expect, and what to do

Ian Shepherdson (Chief Economist and Founder)10th Jun 2019 11:36U.S.

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