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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chicago pmi

17 June 2021 The Tapering Conversation has Begun, but don't Mention Rates

The FOMC statement yesterday changed only trivially from April, just noting that the Covid picture is improving, easing the pressure on the economy, and that inflation is no...

Ian Shepherdson (Chief Economist and Founder)17th Jun 2021 00:20U.S.

1 June 2021 The Fed won't Rush to Judgment on the Post-Covid Labor Market

Let's try to put ourselves into the shoes of the FOMC, as the economy builds momentum on the back of the reopening. It is now abundantly clear from hard data, shown in our first...

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

US Datanote: Chicago PMI, May 2021

In one line: Remarkable, but probably not indicative of the national picture.

Ian Shepherdson (Chief Economist and Founder)28th May 2021 16:19U.S.

27 Apr 2021 Core Capital Goods Orders aren't Softening, it Just Looks that Way

Core Capital Goods Orders aren't Softening, it Just Looks that Way

Ian Shepherdson (Chief Economist and Founder)27th Apr 2021 00:30U.S.

1 Apr 2021 ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

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

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.

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.

2 Dec 2020 The Bipartisan Covid Relief Bill is Welcome, but not Certain to Pass

The release yesterday of a $908B Covid relief bill, put together by a bipartisan group of senators, is good news.

Ian Shepherdson (Chief Economist and Founder)2nd Dec 2020 00:20U.S.

1 Dec 2020 Help is Needed for the Unemployed, but the Employed Drive Growth

While we wait to see the extent to which Thanksgiving travel and family gatherings interrupted the emerging downshift in U.S. Covid cases, this week brings a ton of new data on...

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

US Datanote: Chicago PMI, November 2020

In one line: Even the strongest parts of the economy can't accelerate indefinitely.

Ian Shepherdson (Chief Economist and Founder)30th Nov 2020 15:17U.S.

US Datanote: Manufacturing PMI, China, November 2020

In one line: Don't get carried away by the three-year high.

Ian Shepherdson (Chief Economist and Founder)30th Nov 2020 11:28U.S.

US Datanote: U.S. Chicago PMI, October 2020

In one line: Yet more evidence that the manufacturing rebound continues.

Ian Shepherdson (Chief Economist and Founder)30th Oct 2020 15:00U.S.

30 Oct 2020 What's Happening to Wages?

Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.

Ian Shepherdson (Chief Economist and Founder)30th Oct 2020 00:10U.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.

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