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 Ian Shepherdson (Chief Economist and Founder)

PM Datanote: U.S. FOMC Statement and SEP, September 2023

Hawkish hold, but everything in the SEP is forecast, not promise

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

PM Datanote: FOMC Minutes, June 13/14

Opinions diverging, but doves still heavily outnumbered.

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

PM Datanote: FOMC Announcement

No promises, but this looks like the last hike.

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

PM Datanote: U.S. Fed Minutes, March 21/22

Prudent tweaking after SVB, or a failure of imagination?

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

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.

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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