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.

Chile House Prices

21 July 2021 WSJ Editorial Board Article Raises Blood Pressure; Best Avoided

The Wall Street Journal ran a nonsensical editorial piece yesterday on the subject of inflation.

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

8 July 2021 Does Trimmed Mean Inflation Signal Broader Trouble Ahead

The Dallas Fed last week published a short blog post--seehere--focused on the predictive power of their trimmed mean PCE inflation measure. 

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

28 June 2021 Q2 Growth won't Hit Our Initial Hopes, but the Recovery is Strong

The 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%

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

18 June 2021 Mortgage Demand Appears to have Hit Bottom, Modest Recovery in H2

With half the June data now available, we're more confident now in calling the bottom for mortgage applications.

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

18 Nov 2020 The Restaurant Recovery Stalled in October, Reversal in November

After five straight months of gains, during which the food service component of retail sales recovered 73% of the ground lost in March and April, during the initial Covid...

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

5 Nov 2020 Less Fiscal Push, More Monetary Easing, Stocks Up, Yields, USD Down

As we reach our deadline at 4pm Eastern, definitive results are not yet available for Nevada, Georgia or Pennsylvania, any one of which would push Joe Biden over the 270 Electoral...

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

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