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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Chile Trade

30 July 2021 Brace for Another Outsized Jump in Employment Costs

Another outsized increase in the ECI measure of wages would be awkward... ...But the Fed will argue that increased labor supply in the fall will prevent inflationary wage...

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

29 July 2021 Progress Made, but not "Sufficient Further Progress", Yet

Tapering is inching closer, but talk of rate hikes is de-ferred unless and until labor market signals flash red. The economy likely expanded at an 8.0% rate in Q2, led by...

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

30 June 2021 Upside Risk for the June ADP, but it Likely will Overstate Official Payrolls

We see substantial upside risk to the June ADP employment reading today, but we think the data will overstate the official private payroll number, for a third straight month. 

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

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