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, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

December cpi

PM Datanote: U.S. CPI, August

Core disinflation continues, despite modest m/m disappointment

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

PM Datanote: CPI, June

Core inflation is falling fast, with more to come

Kieran Clancy (U.S. Economist)U.S.

13 Apr 2023 US Monitor A Prudent Tweak After SVB, or a Failure of the FOMC's Imagination?

  • The FOMC is still more worried about inflation than growth; that view will not be sustained.
  • Core CPI rent increases are finally rolling over, but services inflation is still sticky, but not for long.
  • Core PPI inflation likely fell again in March as margins compress and global goods inflation eases further. 

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

PM Datanote: U.S. CPI, March

The rollover in rents is finally underway.

Kieran Clancy (U.S. Economist)U.S.

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Keywords for: U.S. Documents

U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence