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.

Mortgage Lending and Sales

4 June 2021 ADP Likely Overstates May Payrolls, Homebase Data are Softer, Again

We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.

Ian Shepherdson (Chief Economist and Founder)4th Jun 2021 00:20U.S.

3 June 2021 May ADP Payrolls Likely Constrained by the April Softness in Official Data

ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.

Ian Shepherdson (Chief Economist and Founder)3rd Jun 2021 00:20U.S.

2 June 2021 Will Auto Sales Jump as Businesses Buy Again and Chip Shortages Ease

After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply, 

Ian Shepherdson (Chief Economist and Founder)2nd Jun 2021 00:20U.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.

25 May 2021 Surging Restaurant Demand is Set to Lift May and June Retail Sales

Surging Restaurant Demand is Set to Lift May and June Retail Sales

Ian Shepherdson (Chief Economist and Founder)25th May 2021 00:30U.S.

24 May 2021 Real Shifts in Inflation Expectations Matter for Wages (Probably)

Real Shifts in Inflation Expectations Matter for Wages (Probably)

Ian Shepherdson (Chief Economist and Founder)24th May 2021 00:30U.S.

21 May 2021 Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Ian Shepherdson (Chief Economist and Founder)21st May 2021 00:30U.S.

18 May 2021 Inflation Expectations Should Fall in H2 as Food, Energy Pressure Fades

Inflation Expectations Should Fall in H2 as Food, Energy Pressure Fades

Ian Shepherdson (Chief Economist and Founder)18th May 2021 00:30U.S.

14 May 2021 Noise Likely to Outweight the Signal in April's Retail Sales and IP Data

Noise Likely to Outweight the Signal in April's Retail Sales and IP Data

Ian Shepherdson (Chief Economist and Founder)14th May 2021 00:20U.S.

US Datanote: U.S. Jobless Claims 5 6 21; Productivity and Unit Labor Costs, Q1 2021

U.S. Jobless Claims 5 6 21, Productivity and Unit Labor Costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)6th May 2021 15:56U.S.

US Datanote: ISM Services Survey, April 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)5th May 2021 17:00U.S.

US Datanote: U.S. ADP Employment, April 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)5th May 2021 16:59U.S.

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