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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.
In one line: Wage and price pressures high, for now, but the outlook is uncertain.
Tapering is inching closer, but talk of rate hikes is de-ferred unless and until labor market signals flash red. The economy likely expanded at an 8.0% rate in Q2, led by...
Chair Powell will stick to his lines today, and will add that the Fed is closely watching the march of Delta. Most states appear to be short of the 85% immunity required to...
In one line: The underlying core trend remains solid.
Downside risk for headline June durable goods does not change the strong core picture. Capital spending looks set to rise for some time yet, beginning to reverse the post-2008...
In one line: Far below consensus, but consensus was ridiculous.
Some of the near-real-time data are flattening; don't worry, it had to happen, and some will re-accelerate. The recovery is still on track, though we'll be much happier once...
A defining feature of the aftermath of the 2008 financial crisis was a sustained decline in the stock of bank lending to businesses.
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,...
The Wall Street Journal ran a nonsensical editorial piece yesterday on the subject of inflation.
In one line: The drop in permits is more important than the jump in starts.
The payroll survey was conducted last week; anyone who did any paid work in the pay period--that is, the week, two weeks, or month--which included Monday, July 12, counts as...
The strong June retail sales numbers don't prove anything, but they are consistent with the idea that people have sufficient resources, and sufficient inclination, to...
In one line: Robust, except the housing-sensitive components.
What should we make of the news that manufacturing production fell outright in June--just--but that the Empire State manufacturing index has rocketed to a record high?
In one line: Hammered by the auto sector, again.
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...
In one line: Powell sticks to the line as inflation rises.
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