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.

March

PM Datanote: Personal Income and Spending March; ECI, Q1

The Fed will like core PCE services ex-housing, but not the ECI.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Pending Home Sales, March

The rebound in home sales is hitting the buffers.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Durable Goods Orders/Advance Trade, March

Bigger falls in core capital goods orders are coming; net trade was broadly neutral in Q1.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Consumer Confidence, March

Expectations signal weaker consumption, but not a disaster.

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

PM Datanote: New Home Sales, March

Homebuilders continue to slash prices to shift excess inventory.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Existing Home Sales, March

Sales rose in Q1, but expect a reversal in Q2; a sustained recovery remains a long way off

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: Housing Starts, March

Past the worst, but any improvement will be slow going.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: U.S. Producer Prices, March

The downshift continues, and has a long way to go

Kieran Clancy (U.S. Economist)U.S.

13 Apr 2023 US Monitor A Prudent Tweak After SVB, or a Failure of the FOMC's Imagination?

  • The FOMC is still more worried about inflation than growth; that view will not be sustained.
  • Core CPI rent increases are finally rolling over, but services inflation is still sticky, but not for long.
  • Core PPI inflation likely fell again in March as margins compress and global goods inflation eases further. 

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

PM Datanote: U.S. CPI, March

The rollover in rents is finally underway.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: U.S. NFIB Survey, March

Pointing to a steep drop in payroll growth ahead.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: U.S. ADP Employment, March

Ignoring the ADP remains the safest course of action.

Kieran Clancy (U.S. Economist)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