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. Jobless Claims 6 3 2021

US Datanote: Existing Home Sales, June 2021

In one line: A blip against a downward trend.

Ian Shepherdson (Chief Economist and Founder)22nd Jul 2021 15:34U.S.

US Datanote: U.S. Housing Starts, June 2021

In one line: The drop in permits is more important than the jump in starts.

Ian Shepherdson (Chief Economist and Founder)20th Jul 2021 15:09U.S.

US Datanote: U.S. NAHB Homebuilder Survey, July 2021

In one line: Further to fall; demand has dropped.

Ian Shepherdson (Chief Economist and Founder)19th Jul 2021 15:37U.S.

US Datanote: U.S. Retail Sales, June 2021

In one line: Robust, except the housing-sensitive components.

Ian Shepherdson (Chief Economist and Founder)16th Jul 2021 14:58U.S.

US Datanote: U.S. Industrial Production, June 2021

In one line: Hammered by the auto sector, again.

Ian Shepherdson (Chief Economist and Founder)15th Jul 2021 14:59U.S.

US Datanote: U.S. Jobless Claims 7 15 21, Philadelphia Fed and Empire State Survey, July 2021

In one line: Progress continues, but the Empire State surge is an outlier.  Price pressures peaking?

Ian Shepherdson (Chief Economist and Founder)15th Jul 2021 14:58U.S.

US Datanote: Powell Testimony, July 2021; PPI, June 2021

In one line: Powell sticks to the line as inflation rises.

Ian Shepherdson (Chief Economist and Founder)14th Jul 2021 16:15U.S.

US Datanote: U.S. Consumer Prices, June 2021

In one line: Startling, again, but mostly Covid-driven.

Ian Shepherdson (Chief Economist and Founder)13th Jul 2021 15:49U.S.

US Datanote: NFIB Survey, June 2021

In one line: Strong, including price and wage pressures.

Ian Shepherdson (Chief Economist and Founder)13th Jul 2021 15:49U.S.

US Datanote: U.S. Jobless Claims, 7 8 2021

In one line: July 4/auto retooling noise makes the weekly data hard to read; the trend is falling.

Ian Shepherdson (Chief Economist and Founder)8th Jul 2021 15:16U.S.

8 July 2021 Does Trimmed Mean Inflation Signal Broader Trouble Ahead

The Dallas Fed last week published a short blog post--seehere--focused on the predictive power of their trimmed mean PCE inflation measure. 

Ian Shepherdson (Chief Economist and Founder)8th Jul 2021 00:20U.S.

US Datanote: U.S. ISM Services Survey, June 2021

In one line: Headline hit by fading stimulus kick, but still high.

Ian Shepherdson (Chief Economist and Founder)6th Jul 2021 16:21U.S.

US Datanote: U.S. ISM Manufacturing Survey, June 2021

In one line: Hints that supply chain problems have peaked; growth still strong.

Ian Shepherdson (Chief Economist and Founder)1st Jul 2021 16:00U.S.

US Datanote: U.S. Jobless Claims, 7 1 2021

In one line: Still falling, with further to go.

Ian Shepherdson (Chief Economist and Founder)1st Jul 2021 16:00U.S.

1 July 2021 The Best Way to Read ADP Might be Just to Ignore it

We're not sure what to make of the 692K increase in the ADP measure of private payrolls, reported yesterday.

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

US Datanote: U.S. Chicago PMI, June 2021; Pending Home Sales, May 2021

In one line: Surprising in opposite directions, but neither looks representative of the broader economy,

Ian Shepherdson (Chief Economist and Founder)30th Jun 2021 16:18U.S.

US Datanote: U.S. Personal Income and Spending, May 2021

In one line: Core PCE inflation likely has peaked; look for 10%+ real consumption in Q2.

Ian Shepherdson (Chief Economist and Founder)25th Jun 2021 14:47U.S.

US 25 June 2021 Savings Behavior Matters Hugely for the Recovery, but it's Unpredictable

Consumption is the biggest single component of GDP, accounting for 68% of the economy.

Ian Shepherdson (Chief Economist and Founder)25th Jun 2021 00:20U.S.

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