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.

Columbia Inventories

2 June 2021 Will Auto Sales Jump as Businesses Buy Again and Chip Shortages Ease

After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply, 

Ian Shepherdson (Chief Economist and Founder)2nd Jun 2021 00:20U.S.

30 Oct 2020 What's Happening to Wages?

Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.

Ian Shepherdson (Chief Economist and Founder)30th Oct 2020 00:10U.S.

28 Oct 2020 What's Really Happening to Home Prices--and What's Coming Next

The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...

Ian Shepherdson (Chief Economist and Founder)28th Oct 2020 00:10U.S.

27 Oct 2020 Capex Orders and Shipments Still Rising, but Momentum is Easing

We're expecting to learn today that shipments of core capital goods jumped at a 33% annualized rate in the third quarter, a record increase, and more than reversing the 19.7%...

Ian Shepherdson (Chief Economist and Founder)27th Oct 2020 00:10U.S.

26 Oct 2020 The Manufacturing Recovery Can Continue as Goods Spending Rises

Back in the olden days, we argued that shifts in the global manufacturing cycle often originated in China, and then fed into the U.S. and European data with a lag of one-to-three...

Ian Shepherdson (Chief Economist and Founder)26th Oct 2020 00:10U.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.

15 Sept 2020 The Manufacturing Sector is Losing Steam, but Autos have Further to go

Momentum in the rebound in economic activity has faded over the past couple months, housing and auto sales aside.

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

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