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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building permits

18 Mar 2021 No Taper Talk Yet from Chair Powell, Forecast Improvement is not Enough

No Taper Talk Yet from Chair Powell, Forecast Improvement is not Enough

Ian Shepherdson (Chief Economist and Founder)18th Mar 2021 00:30U.S.

22 Jan 2021 All the Key Housing Metrics Have Flattened, Except Prices

Most people buy homes--new and existing--with mortgage finance, so it follows that mortgage demand ought to lead the sales numbers.

Ian Shepherdson (Chief Economist and Founder)22nd Jan 2021 00:20U.S.

21 Jan 2021 Jobless Claims Set to Drop; Last Week's Spike was a Seasonal Fluke

The spike in initial jobless claims last week was merely a correction after a run of below-trend readings, and we expect it to reverse over the next couple weeks. 

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

17 Dec 2020 Opportunity Missed as the FOMC Leaves QE Unchanged

The Fed disappointed markets yesterday, by choosing not to increase the weighted average maturity--WAM--of its Treasury purchases.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2020 22:20U.S.

18 Sept 2020 Near-real-time Data Starting to Capture the Hit from Falling Benefits

The near-real-time economic data have been hard to read recently, because of distortions caused by the Labor Day holiday.

Ian Shepherdson (Chief Economist and Founder)18th Sep 2020 00:20U.S.

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