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

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Spain Productivity

21 July 2021 WSJ Editorial Board Article Raises Blood Pressure; Best Avoided

The Wall Street Journal ran a nonsensical editorial piece yesterday on the subject of inflation.

Ian Shepherdson (Chief Economist and Founder)21st Jul 2021 00:20U.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)16th Jul 2021 00:20U.S.

13 July 2021 Expect Another Jump in the Core CPI, but the Peak Likely has Passed

We're expecting the third straight outsized jump in the core CPI when the June report is released today.

Ian Shepherdson (Chief Economist and Founder)13th Jul 2021 00:30U.S.

30 June 2021 Upside Risk for the June ADP, but it Likely will Overstate Official Payrolls

We see substantial upside risk to the June ADP employment reading today, but we think the data will overstate the official private payroll number, for a third straight month. 

Ian Shepherdson (Chief Economist and Founder)30th Jun 2021 00:20U.S.

24 June 2021 No End in Sight to the Surge in Orders for Capital Goods

A solid increase in aircraft orders and a rebound in the auto component likely will flatter the headline May durable goods orders number today--we look for a 3.0% increase, close...

Ian Shepherdson (Chief Economist and Founder)24th 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.

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.

28 May 2021 Core PCE Inflation is Headed for 3%- plus, but Probably not in April

Core PCE Inflation is Headed for 3%- plus, but Probably not in April

Ian Shepherdson (Chief Economist and Founder)28th May 2021 00:20U.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.

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.

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.

30 Apr 2021 The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

Ian Shepherdson (Chief Economist and Founder)30th Apr 2021 00:20U.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.

1 Apr 2021 ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

Ian Shepherdson (Chief Economist and Founder)1st Apr 2021 00:20U.S.

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