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.

businesses

21 Apr 2021 A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet

A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet

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

19 Apr 2021 The Council of Economic Advisors Might be Right About Inflation, or...

The Council of Economic Advisors Might be Right About Inflation, or...

Ian Shepherdson (Chief Economist and Founder)19th Apr 2021 00:30U.S.

30 Mar 2021 B117 is Driving up New Covid Cases, but the Recovery is not Cancelled

B117 is Driving up New Covid Cases, but the Recovery is not Cancelle

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

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.

11 Mar 2021 The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly

The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly

Ian Shepherdson (Chief Economist and Founder)11th 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.

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.

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.

4 Jan 2021 Covid Cases Surging Post-Holiday, but they won't Beyond Mid-month

While we were out, confirmed U.S. Covid-19 cases fell as Christmas approached—the seven-day average hit a three-week low on December 28—but they have since rebounded...

Ian Shepherdson (Chief Economist and Founder)24th Dec 2020 12:32U.S.

22 Dec 2020 The Revival of the PPP is the Best Part of the New Covid Relief Bill

The biggest single component of the new Covid relief bill is the re-funding of the Paycheck Protection Program, with a total of $284B

Ian Shepherdson (Chief Economist and Founder)22nd Dec 2020 00:20U.S.

21 Dec 2020 A Bill Beats No Bill, but it Could have been so Much Better

Any Covid relief bill is better than no Covid relief bill, but the measures set to be passed by Congress after our Sunday deadline do not represent the most efficient use of the...

Ian Shepherdson (Chief Economist and Founder)21st Dec 2020 00:20U.S.

16 Dec 2020 QE Curve Extension is a Decent Bet Today, Increased Purchases in '21

In the absence of hints from senior Fed officials that a major change to the QE program is imminent, we would be surprised today if the Fed increases the pace of purchases from...

Ian Shepherdson (Chief Economist and Founder)15th Dec 2020 22:20U.S.

15 Dec 2020 Manufacturing is Recovering, but not in a Straight Line

The industrial economy continues to recover, buoyed by a combination of strong domestic demand for goods, both consumer and capital, including anything housing-related, and the...

Ian Shepherdson (Chief Economist and Founder)15th Dec 2020 00:20U.S.

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