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.

U.S. FOMC Minutes

13 Apr 2023 US Monitor A Prudent Tweak After SVB, or a Failure of the FOMC's Imagination?

  • The FOMC is still more worried about inflation than growth; that view will not be sustained.
  • Core CPI rent increases are finally rolling over, but services inflation is still sticky, but not for long.
  • Core PPI inflation likely fell again in March as margins compress and global goods inflation eases further. 

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

PM Datanote: U.S. FOMC Announcement

No plan survives first contact with the enemy. Or bust banks

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: U.S. FOMC Minutes, January

Determined to keep hiking, despite recession risk

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: U.S. FOMC Announcement, February 1

Policymakers still expect "ongoing" rate hikes, but will they happen?

Kieran Clancy (U.S. Economist)U.S.

12 Jan 2023 US Monitor December's Core CPI Data Should Reinforce the Improving Trend

  • A third straight benign core CPI print for December would complete the best streak in two years.
  • Look out for falling vehicle prices and airline fares, and—perhaps—slower rent increases.
  • Jobless claims likely stayed low last week, but rising layoff announcement signal trouble ahead.

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

PM Datanote: U.S. FOMC Announcement, December 14

Higher inflation and rate forecasts hard to square with the improving data

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: U.S. FOMC Minutes, November

The hawk/dove battle lines for the next few meetings are becoming clear.

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