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.

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31 Mar 2021 Upside Risk for March ADP Jobs as Small Firms' Hiring Accelerates

Upside Risk for March ADP Jobs as Small Firms' Hiring Accelerates

Ian Shepherdson (Chief Economist and Founder)31st Mar 2021 00:20U.S.

25 Mar 2021 Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising

Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising

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

22 Feb 2021 Higher Spending on Services After Covid won't hurt Spending on Goods

Higher Spending on Services After Covid won't hurt Spending on Goods

Ian Shepherdson (Chief Economist and Founder)22nd Feb 2021 00:30U.S.

19 Feb 2021 Higher-Income People's Spending is Limited by Opportunity, not Cashflow

Higher-Income People's Spending is Limited by Opportunity, not Cashflow

Ian Shepherdson (Chief Economist and Founder)19th Feb 2021 00:20U.S.

18 Dec 2020 A Post-Covid Jump in Inflation Might be "Transient", but it Might Not

Fed Chair Powell argued in his press conference Wednesday that any increase in inflation when the economy re-opens likely will be short-lived.

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

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.

10 Nov 2020 The Post-Covid Era is no Longer Just a Dream, but it's Not Here Yet

Pfizer's announcement yesterday provided the answer to the--rhetorical--question we've been asking for months: Do you want to be short equities the day we learn...

Ian Shepherdson (Chief Economist and Founder)9th Nov 2020 22:40U.S.

9 Nov 2020 October Payrolls were Good, but Nothing Like Good Enough

October payrolls surprised us to the upside, prompting a wave of chatter from the commentariat to the effect that the labor market is healing. Well, it was healing, in the week...

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

28 Oct 2020 What's Really Happening to Home Prices--and What's Coming Next

The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...

Ian Shepherdson (Chief Economist and Founder)28th Oct 2020 00:10U.S.

27 Oct 2020 Capex Orders and Shipments Still Rising, but Momentum is Easing

We're expecting to learn today that shipments of core capital goods jumped at a 33% annualized rate in the third quarter, a record increase, and more than reversing the 19.7%...

Ian Shepherdson (Chief Economist and Founder)27th Oct 2020 00:10U.S.

23 Oct 2020 Happy Holidays Coming for (Some) Retailers even as Covid Surges

When we're thinking about the prospects for the holiday shopping season, we usually focus on two questions.

Ian Shepherdson (Chief Economist and Founder)23rd Oct 2020 01:50U.S.

21 Oct 2020 No Stimulus Deal Yet, but the Clock has not Yet Run Down Completely

As we reach our deadline on Tuesday afternoon, Eastern time, no agreement has been reached between Treasury Secretary Mnuchin and House Speaker Pelosi on the next Covid relief...

Ian Shepherdson (Chief Economist and Founder)21st Oct 2020 00:10U.S.

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