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.

July 2021

US Datanote: U.S. Industrial Production, October 2021

  • In one line: The recovery continues, but the m/m October rebound overstates the trend

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

US Datanote: Empire State Survey, November 2021

  • In one line: Demand still strong; supply chain pressures peaking?

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

US Datanote: NFIB Survey, October 2021

  • In one line: Still Delta-depressed, but capex plans strengthening.

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

US Datanote: Employment, October 2021

  • In one line: The re-rebound is underway, as Covid cases subside.

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

US Datanote: FOMC Statement, November 2021

  • In one line: Tapering begins, but “transitory” inflation - with risks - is still the key story.

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

US Datanote: ISM Services, October 2021

  • In one line: Tapering begins, but “transitory” inflation - with risks - is still the key story.

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

US Datanote: ADP Employment, October 2021

  • In one line: A better shot at being right than in September?

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

US Datanote: U.S. GDP, Q3 advance & Weekly Jobless Claims, October 2021

  • In one line: Core capex orders still rising strongly; trade hit by the lagged effect of lower summer oil prices

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

US Datanote: U.S. Durable Goods Orders & Advance Goods Trade, September 2021

  • In one line: Core capex orders still rising strongly; trade hit by the lagged effect of lower summer oil prices

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

US Datanote: U.S. Consumer Confidence, October 2021

  • In one line: The fading of Delta fears is outweighing the hit from higher energy prices.

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

US Datanote: U.S. Weekly Jobless Claims 10 21 21; Philly Fed, October 2021

  • In one line: Claims have further to fall; Philly details stronger than the headline.

Ian Shepherdson (Chief Economist and Founder)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