Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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 2021

US Datanote: U.S. Employment Costs Index, Q2; Personal Income, June 2021

In one line: Wage and price pressures high, for now, but the outlook is uncertain.

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

US Datanote: U.S. FOMC Announcement, July 2021

In one line: "Progress", but not yet "sufficient further progress".

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

US Datanote: New Home Sales, June 2021

In one line: Far below consensus, but consensus was ridiculous.

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

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)U.S.

US Datanote: U.S. Housing Starts, June 2021

In one line: The drop in permits is more important than the jump in starts.

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

US Datanote: U.S. Retail Sales, June 2021

In one line: Robust, except the housing-sensitive components.

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

US Datanote: U.S. Jobless Claims 7 15 21, Philadelphia Fed and Empire State Survey, July 2021

In one line: Progress continues, but the Empire State surge is an outlier.  Price pressures peaking?

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

15 July 2021 No Blink from Chair Powell, Despite Another Surge in the CPI

Chair Powell made it clear yesterday that the Fed's leadership is sticking to its view that the reopening surge in inflation is due mostly to "base effects... and production...

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

US Datanote: NFIB Survey, June 2021

In one line: Strong, including price and wage pressures.

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

US Datanote: U.S. Jobless Claims, 7 8 2021

In one line: July 4/auto retooling noise makes the weekly data hard to read; the trend is falling.

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

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: U.S. Documents

U.S. Document Vault,