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 Trade

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.

US Datanote: U.S. Personal Income and Spending/Advance Goods Trade, February 2021

U.S. Personal Income and Spending, Advance Goods Trade, February 2021

Ian Shepherdson (Chief Economist and Founder)26th Mar 2021 16:17U.S.

12 Feb 2021 B117 is Spreading Across the U.S., the Race with Vaccinations is on

B117 is Spreading Across the U.S., the Race with Vaccinations is on

Ian Shepherdson (Chief Economist and Founder)12th Feb 2021 00:20U.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.

14 Dec 2020 Soaring Margins Could Drive Inflation if Demand Explodes Post-Covid

The conventional way to model U.S. inflation a year or two ahead is to start with a projection for the rate of increase of unit labor costs, and then tweak it to account for...

Ian Shepherdson (Chief Economist and Founder)14th Dec 2020 00:20U.S.

11 Dec 2020 The Core CPI Rebounded in November Despite Flat Rents

Both the jobless claims and CPI numbers released yesterday behaved as we expected at the headline level, but some of the CPI details were surprising and, perhaps, ominous.

Ian Shepherdson (Chief Economist and Founder)11th Dec 2020 00:20U.S.

US Datanote: U.S. Initial Jobless Claims, Durable Goods Orders, and Advance Goods Trade 2020

In one line: The warning from jobless claims is very clear; the manufacturing rebound is being offset by weakness in services, thanks to Covid.

Ian Shepherdson (Chief Economist and Founder)25th Nov 2020 16:19U.S.

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