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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base effects

15 Apr 2021 Upside Risk for March Retail Sales as Stimulus Money Flows into Stores

Upside Risk for March Retail Sales as Stimulus Money Flows into Stores

Ian Shepherdson (Chief Economist and Founder)15th Apr 2021 00:20U.S.

13 Apr 2021 Core CPI Set To Rebound as the Services Sector Comes Back to Life

Core CPI Set To Rebound as the Services Sector Comes Back to Life

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

10 Mar 2021 Upside Risk for the February Core CPI, are Rents Starting to Rebound

Upside Risk for the February Core CPI, are Rents Starting to Rebound

Ian Shepherdson (Chief Economist and Founder)10th Mar 2021 00:20U.S.

5 Mar 2021 Payrolls Likely Rose Modestly in February; Bigger Gains are Coming

We expect to see a 300K increase in February payrolls reported today, a bit better than the 195K consensus but barely visible against the 10½M shortfall compared to the level...

Ian Shepherdson (Chief Economist and Founder)5th Mar 2021 08:19U.S.

4 Mar 2021 ISM Services Prices Point to Inflation Beyond Mere Base Effects

The startling jump in the ISM services price index is the main story from the survey, released yesterday, not the modest and likely temporary dip in the headline index.

Ian Shepherdson (Chief Economist and Founder)4th Mar 2021 00:20U.S.

2 Mar 2021 The Services Sector is Stirring as Covid Cases Plunge

2 Mar 2021 The Services Sector is Stirring as Covid Cases Plunge

Ian Shepherdson (Chief Economist and Founder)2nd Mar 2021 00:30U.S.

1 Mar 2021. Stocks don't Need to Keep Falling on the Back of Higher Yields

1 Mar 2021. Stocks don't Need to Keep Falling on the Back of Higher Yields

Ian Shepherdson (Chief Economist and Founder)1st Mar 2021 00:30U.S.

23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk

23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk

Ian Shepherdson (Chief Economist and Founder)22nd Feb 2021 13:32U.S.

12 Jan 2021 Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation

Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation

Ian Shepherdson (Chief Economist and Founder)12th Jan 2021 00:20U.S.

9 Dec 2020 Will Mortgage Demand Surge Again Post-Covid?

Most of the time, we don't pay too much attention to the weekly mortgage applications numbers from the Mortgage Bankers Association, because the noise-to- signal ratio is too...

Ian Shepherdson (Chief Economist and Founder)9th Dec 2020 00:20U.S.

30 Nov 2020 The Services Sector is Weakening, can Spending on Goods Save Q4?

You've probably read several media stories by now reporting that retail spending over the Thanksgiving weekend was up, down, or unchanged from a year ago, based on credit card...

Ian Shepherdson (Chief Economist and Founder)30th Nov 2020 00:20U.S.

14 Oct 2020 CPI Cross-Currents are Hard to Read, but Rent Slowdown is Key

The overarching theme in the September CPI numbers is that there is no overarching theme.

Ian Shepherdson (Chief Economist and Founder)14th Oct 2020 00:20U.S.

1 Oct 2020 September Payrolls Look a Bit Better After ADP, October Seems Weak

We're happy that ADP beat our forecast yesterday-- an extra 250K jobs doesn't change the world, but it's better than the opposite--and we're lifting our...

Ian Shepherdson (Chief Economist and Founder)1st Oct 2020 00:20U.S.

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