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 Housing

11 June 2021 Core Inflation has Further to Rise, the Fed Needs Labor Supply to Rebound

Most of the action in the May CPI was in the Covid- sensitive components, again. 

Ian Shepherdson (Chief Economist and Founder)11th Jun 2021 00:20U.S.

9 June 2021 Upside Risk for the May Core CPI, from the Covid-Sensitive Sectors

The May CPI is released tomorrow, but interest in the numbers is so high that we want to set out our forecast today, ahead of the rush.

Ian Shepherdson (Chief Economist and Founder)9th Jun 2021 00:20U.S.

8 June 2021 Fundamentals, not Surveys, will Drive the Fed, but the Surveys are Startling

In 2015, key labor market indicators from the NFIB small business survey returned to levels last seen at the peak of the cycle in 2007, and unemployment hit the Fed's...

Ian Shepherdson (Chief Economist and Founder)8th 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.

26 May 2021 Markets and the Fed will React Differently if May Payrolls Rebound

Markets and the Fed will React Differently if May Payrolls Rebound

Ian Shepherdson (Chief Economist and Founder)26th May 2021 00:20U.S.

25 May 2021 Surging Restaurant Demand is Set to Lift May and June Retail Sales

Surging Restaurant Demand is Set to Lift May and June Retail Sales

Ian Shepherdson (Chief Economist and Founder)25th May 2021 00:30U.S.

21 May 2021 Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Ian Shepherdson (Chief Economist and Founder)21st May 2021 00:30U.S.

4 May 2021 Manufacturing Growth has Peaked, for now; Inflation Pressure has not

Manufacturing Growth has Peaked, for now; Inflation Pressure has not

Ian Shepherdson (Chief Economist and Founder)4th May 2021 00:30U.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.

US Datanote: U.S. Housing Starts, March; Univ. of Michigan Consumer Sentiment, April 2021

U.S. Housing Starts, March, Univ. of Michigan Consumer Sentiment, April 2021

Ian Shepherdson (Chief Economist and Founder)16th Apr 2021 15:18U.S.

1 Apr 2021 ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

Ian Shepherdson (Chief Economist and Founder)1st Apr 2021 00:20U.S.

31 Mar 2021 Upside Risk for March ADP Jobs as Small Firms' Hiring Accelerates

Upside Risk for March ADP Jobs as Small Firms' Hiring Accelerates

Ian Shepherdson (Chief Economist and Founder)31st Mar 2021 00:20U.S.

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