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.

September

26 Oct 2022 US Monitor Foreign Trade Drove Q3 GDP; did the Deficit Fall Again in September?

  • Foreign trade likely was the biggest single driver of Q3 GDP growth, mostly due to plunging imports…
  • …GDP forecasts could change markedly after the September advance trade and inventory data today.
  • Downside risk for September new home sales; the reported August jump is not sustainable

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

PM Datanote: U.S. New Home Sales, September

Disconnect between sales and mortgage demand can't last much longer

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

PM Datanote: U.S. Advance Goods Trade, September

The trade and inventory data will push down Q3 GDP growth forecasts

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

PM Datanote: U.S. Existing Home Sales, September

Eight straight months of falling sales, and still no floor in sight

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

PM Datanote: U.S. Housing Starts, September

Ignore the uptick in permits; the downturn in housing starts has much further to run

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

PM Datanote: U.S. Industrial Production, September

Manufacturing output is still trending upwards, and it's not just autos

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

PM Datanote: U.S. Retail Sales, September

Solid September control sales puts consumption on good footing for fourth quarter

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

13 Oct 2022 US Monitor No Repeat of August's Core CPI Spike?

  • The September core CPI likely was much less scary than in August, but the Fed wants a run of good data.
  • Wildcards for September are vehicle prices, airline fares, and the components which spiked in August…
  • …The range of plausible numbers is wide; it’s impossible to make monthly forecasts with confidence.

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

PM Datanote: U.S. PPI, September

Favorable underlying trends persist, behind the noise

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

PM Datanote: U.S. NFIB Survey, September

The headline increase won’t last, but labor market pressure is easing

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

PM Datanote: U.S. Employment, September

Markets don’t like 3.5% unemployment, but is wage growth slowing?

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

PM Datanote: U.S. ISM Manufacturing Survey, September

Disappointing, but clear signals of downward pressure on inflation

Ian Shepherdson (Chief Economist and Founder)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