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 Monetary Policy

19 Apr 2021 The Council of Economic Advisors Might be Right About Inflation, or...

The Council of Economic Advisors Might be Right About Inflation, or...

Ian Shepherdson (Chief Economist and Founder)19th Apr 2021 00:30U.S.

15 Mar 2021 Deeply Embedded Low Inflation Psychology didn't End Well in the 60s

Deeply Embedded Low Inflation Psychology didn't End Well in the 60s

Ian Shepherdson (Chief Economist and Founder)15th Mar 2021 00:30U.S.

23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk

23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk

Ian Shepherdson (Chief Economist and Founder)22nd Feb 2021 13:32U.S.

25 Jan 2021 Could a Margin Spike Translate into Sustained Inflation? Watch Wages

Could a Margin Spike Translate into Sustained Inflation? Watch Wages

Ian Shepherdson (Chief Economist and Founder)25th Jan 2021 00:20U.S.

23 Nov 2020 Increased QE More Likely After the Treasury Kills Fed Lending Programs

The unilateral decision of Treasury Secretary Mnuchin to allow a slew of Fed emergency lending programs to close to new borrowers on December 31, despite Fed objections, increases...

Ian Shepherdson (Chief Economist and Founder)23rd Nov 2020 00:20U.S.

12 Nov 2020 The 2021 Inflation Outlook is Very Uncertain

We remain resolutely open-minded about the medium-term inflation outlook, on the straightforward grounds that the post-Covid economy will bear little resemblance to any previous...

Ian Shepherdson (Chief Economist and Founder)12th Nov 2020 00:10U.S.

6 Nov 2020 Powell Begs for More Fiscal Action, but More QE is Coming, Either Way

The Fed's inaction yesterday was no surprise, but it doesn't necessarily tell us anything about what will happen over the next few months.

Ian Shepherdson (Chief Economist and Founder)6th Nov 2020 00:10U.S.

5 Nov 2020 Less Fiscal Push, More Monetary Easing, Stocks Up, Yields, USD Down

As we reach our deadline at 4pm Eastern, definitive results are not yet available for Nevada, Georgia or Pennsylvania, any one of which would push Joe Biden over the 270 Electoral...

Ian Shepherdson (Chief Economist and Founder)5th Nov 2020 00:10U.S.

20 Oct 2020 The U.S. Monetary Expansion Might Boost Inflation After Covid...or Not

If you were to return home to find your home ablaze, heaven forbid, and the fire department hard at work to douse the flames, would you be more concerned about your impending...

Ian Shepherdson (Chief Economist and Founder)20th Oct 2020 00:20U.S.

16 Sept 2020 The Fed will Emphasize its Pursuit of Maximum Employment Today

It's not clear if the first FOMC meeting since the release of the Fed's new Monetary Policy Strategy will bring any real shift in policy, though we think it unlikely that...

Ian Shepherdson (Chief Economist and Founder)16th Sep 2020 00:20U.S.

9 Sept 2020 Rebounding Home Prices Likely will Push CPI Rent Inflation Back up

The remarkable surge in both new and existing home sales in recent months already has pushed inventory down and prices up.

Ian Shepherdson (Chief Economist and Founder)9th Sep 2020 00:20U.S.

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