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.

Monetary Policy

US 25 June 2021 Savings Behavior Matters Hugely for the Recovery, but it's Unpredictable

Consumption is the biggest single component of GDP, accounting for 68% of the economy.

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

14 June 2021 Inflation is Unpredictable; Be Open-Minded

First, an apology for breaking our two-page rule; we have a lot of ground to cover today. So, to business. Tapering is going to happen over the next few months; the only...

Ian Shepherdson (Chief Economist and Founder)14th Jun 2021 00:30U.S.

1 June 2021 The Fed won't Rush to Judgment on the Post-Covid Labor Market

Let's try to put ourselves into the shoes of the FOMC, as the economy builds momentum on the back of the reopening. It is now abundantly clear from hard data, shown in our first...

Ian Shepherdson (Chief Economist and Founder)1st Jun 2021 00:30U.S.

26 May 2021 Markets and the Fed will React Differently if May Payrolls Rebound

Markets and the Fed will React Differently if May Payrolls Rebound

Ian Shepherdson (Chief Economist and Founder)26th May 2021 00:20U.S.

17 May 2021 One Huge Core CPI won't Move the Fed, but it Surely has their Attention

One Huge Core CPI won't Move the Fed, but it Surely has their Attention

Ian Shepherdson (Chief Economist and Founder)17th May 2021 00:30U.S.

4 May 2021 Manufacturing Growth has Peaked, for now; Inflation Pressure has not

Manufacturing Growth has Peaked, for now; Inflation Pressure has not

Ian Shepherdson (Chief Economist and Founder)4th May 2021 00:30U.S.

21 Apr 2021 A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet

A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet

Ian Shepherdson (Chief Economist and Founder)21st Apr 2021 00:20U.S.

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.

18 Mar 2021 No Taper Talk Yet from Chair Powell, Forecast Improvement is not Enough

No Taper Talk Yet from Chair Powell, Forecast Improvement is not Enough

Ian Shepherdson (Chief Economist and Founder)18th Mar 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.

11 Mar 2021 The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly

The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly

Ian Shepherdson (Chief Economist and Founder)11th Mar 2021 00:20U.S.

24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties

24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties

Ian Shepherdson (Chief Economist and Founder)24th Feb 2021 00:20U.S.

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