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.

February

PM Datanote: U.S. Personal Income and Spending, February

A welcome slowing in core PCE services price gains, but one month is not enough

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

PM Datanote: U.S. Pending Home Sales, February

Sales will remain stuck at low levels until affordability improves dramatically.

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

PM Datanote: U.S. Advance Goods Trade, February

Net trade will have little impact on Q1 GDP.

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

PM Datanote: U.S. Durable Goods Orders, February

Capital spending faces a grim few months.

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

PM Datanote: U.S. New Home Sales, February

Homebuilders continue to slash prices to shift excess supply.

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

PM Datanote: U.S. Existing Home Sales, February

A dramatic improvement in affordability is still needed before sales can recover.

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

PM Datanote: U.S. Industrial Production, February

Upside surprise in manufacturing output is misleading; the near-term outlook remains grim.

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

PM Datanote: U.S. Housing Starts, February

Don't be fooled by the February bounce; a sustained recovery in housing construction is still a long way off.

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

PM Datanote: U.S. Retail Sales, February

Reversal of January spike in control sales delayed, not cancelled.

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

PM Datanote: U.S. Consumer Prices, February

Not good enough to stop the Fed hiking next week, provided markets are calm

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

PM Datanote: U.S. NFIB Survey, February

Fall in stock prices to snuff out modest rebound in NFIB.

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

PM Datanote: U.S. Employment, February

Enough softness to reduce the odds of 50bp this month.

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

PM Datanote: U.S. ADP Employment, February

ADP is an unreliable guide to payrolls; ignore it.

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

PM Datanote: U.S. ISM Services Survey, February

The jump in the employment index likely is noise.

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

PM Datanote: U.S. ISM Manufacturing Survey, February

Still struggling for now, but boost from China reopening is coming.

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

PM Datanote: U.S. Consumer Confidence/Chicago PMI, February

Consumer confidence points to softer consumption growth; we're lowering our foreacst for ISM manufacturing.

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

PM Datanote: U.S. NAHB Survey, February

Surprise! Homebuilders like warm winters too

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

PM Datanote: U.S. Empire State Survey, February

China rebound plus warm January = happier manufacturers, for now

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

PM Datanote: U.S. UoM Consumer Sentiment, February

Consumers unfazed by uptick in gas prices

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

PM Datanote: U.S. Weekly Jobless Claims, 4 February

Favorable weather effects starting to fade?

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