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.

Companies Services

22 July 2021 Core CPI Inflation to Settle Above Core PCE as Rents Accelerate

For most of the decade before the pandemic, core CPI inflation ran a few tenths higher than core PCE inflation, mostly because rents, which are twice as important in the core CPI,...

Ian Shepherdson (Chief Economist and Founder)22nd Jul 2021 00:20U.S.

14 July 2021 Covid CPI Chaos Persists;,Expect Mr. Powell to Stick to

Fed Chair Powell will doubtless be quizzed in some detail today about the implications of yesterday's startling CPI numbers for June. 

Ian Shepherdson (Chief Economist and Founder)14th Jul 2021 00:20U.S.

7 July 2021 Quits are Soaring as Power Shifts to Employees, Perhaps Temporarily

We have never taken much notice of the quits rate from the JOLTS report, on the grounds that it's usually just a proxy for the unemployment rate, released with a lag and prone to...

Ian Shepherdson (Chief Economist and Founder)7th Jul 2021 00:20U.S.

US Datanote: U.S. ISM Services Survey, June 2021

In one line: Headline hit by fading stimulus kick, but still high.

Ian Shepherdson (Chief Economist and Founder)6th Jul 2021 16:21U.S.

15 June 2021 Brace for Rising Covid Cases as the Delta Variant Takes Hold

We have to talk about Covid again, unfortunately. The downward trend in U.S. cases appears to be over, for now, following a 94% drop from the January peak. 

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

4 June 2021 ADP Likely Overstates May Payrolls, Homebase Data are Softer, Again

We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.

Ian Shepherdson (Chief Economist and Founder)4th Jun 2021 00:20U.S.

US Datanote: ISM Services Survey, May 2021

In one line: Strong demand, tight supply, prices rising.

Ian Shepherdson (Chief Economist and Founder)3rd Jun 2021 16:03U.S.

3 June 2021 May ADP Payrolls Likely Constrained by the April Softness in Official Data

ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.

Ian Shepherdson (Chief Economist and Founder)3rd Jun 2021 00:20U.S.

1 June 2021 The Fed won't Rush to Judgment on the Post-Covid Labor Market

Let's try to put ourselves into the shoes of the FOMC, as the economy builds momentum on the back of the reopening. It is now abundantly clear from hard data, shown in our first...

Ian Shepherdson (Chief Economist and Founder)1st Jun 2021 00:30U.S.

28 May 2021 Core PCE Inflation is Headed for 3%- plus, but Probably not in April

Core PCE Inflation is Headed for 3%- plus, but Probably not in April

Ian Shepherdson (Chief Economist and Founder)28th May 2021 00:20U.S.

7 May 2021 April Payrolls Likely Rose at a Solid Pace, but Bigger Gains are Coming

April Payrolls Likely Rose at a Solid Pace, but Bigger Gains are Coming

Ian Shepherdson (Chief Economist and Founder)7th May 2021 00:20U.S.

30 Apr 2021 The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

Ian Shepherdson (Chief Economist and Founder)30th Apr 2021 00:20U.S.

23 Apr 2021 Layoffs are Falling Fast;,Returning to Previous Norms by the Summer

Layoffs are Falling Fast;,Returning to Previous Norms by the Summer

Ian Shepherdson (Chief Economist and Founder)23rd Apr 2021 00:20U.S.

19 Apr 2021 The Council of Economic Advisors Might be Right About Inflation, or...

The Council of Economic Advisors Might be Right About Inflation, or...

Ian Shepherdson (Chief Economist and Founder)19th Apr 2021 00:30U.S.

13 Apr 2021 Core CPI Set To Rebound as the Services Sector Comes Back to Life

Core CPI Set To Rebound as the Services Sector Comes Back to Life

Ian Shepherdson (Chief Economist and Founder)13th Apr 2021 00:30U.S.

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