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.

May 2021

US Datanote: U.S. Employment Costs Index, Q2; Personal Income, June 2021

In one line: Wage and price pressures high, for now, but the outlook is uncertain.

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

US Datanote: U.S. FOMC Announcement, July 2021

In one line: "Progress", but not yet "sufficient further progress".

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

US Datanote: New Home Sales, June 2021

In one line: Far below consensus, but consensus was ridiculous.

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

26 July 2021 Growth is Slowing, but that Had to Happen

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...

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

22 July 2021 Core CPI Inflation to Settle Above Core PCE as Rents Accelerate

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,...

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

US Datanote: U.S. Housing Starts, June 2021

In one line: The drop in permits is more important than the jump in starts.

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

US Datanote: U.S. Retail Sales, June 2021

In one line: Robust, except the housing-sensitive components.

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

16 July 2021 Are Supply-Chain Pressures Starting to Ease, at the Margin

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?

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

US Datanote: U.S. Jobless Claims 7 15 21, Philadelphia Fed and Empire State Survey, July 2021

In one line: Progress continues, but the Empire State surge is an outlier.  Price pressures peaking?

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

US Datanote: NFIB Survey, June 2021

In one line: Strong, including price and wage pressures.

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

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