Pantheon Macroeconomics

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U.S. Publications

Below is a full list of our U.S. Publications.

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consumer

24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties

24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties

Ian Shepherdson (Chief Economist and Founder)23rd Feb 2021 19:20U.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)21st Feb 2021 19:30U.S.

24 Dec 2020 Look Behind the Headlines for the Real Stories in the Latest Data

This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.

Ian Shepherdson (Chief Economist and Founder)23rd Dec 2020 19:20U.S.

US Datanote: U.S. Existing Home Sales and Consumer Confidence 2020

In one line: Housing and confidence are pausing, not reversing.

Ian Shepherdson (Chief Economist and Founder)22nd Dec 2020 11:36U.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)14th Dec 2020 19:20U.S.

US Datanote: U.S. Univ. of Michigan consumer sentiment, December prelim. 2020

In one line: Surprisingly resilient, likely due to stocks, vaccine news.

Ian Shepherdson (Chief Economist and Founder)11th Dec 2020 11:03U.S.

US Datanote: U.S. Consumer Prices, November, Weekly jobless claims 2020

In one line: The broad-based core CPI increase is noteworthy; jobless boosted by unwinding of Thanksgiving seasonals.

Ian Shepherdson (Chief Economist and Founder)10th Dec 2020 11:40U.S.

10 Dec 2020 Upside Risk for Jobless Claims, Last Week's Drop was Seasonal Noise

Most of the pre-release focus in markets this morning will be on the November CPI, but we see potential for more excitement over the weekly initial jobless claims numbers, where...

Ian Shepherdson (Chief Economist and Founder)9th Dec 2020 19:10U.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)8th Dec 2020 19:20U.S.

US Datanote: U.S. Consumer Confidence, November 2020

In one line: Likely not the bottom, but the late winter and spring will see a sustained rebound.

Ian Shepherdson (Chief Economist and Founder)24th Nov 2020 11:04U.S.

24 Nov 2020 Home Prices are Rocketing, but the Rapid Gains Likely won't Persist

The surge in U.S. median home prices has morphed from merely startling to truly remarkable.

Ian Shepherdson (Chief Economist and Founder)23rd Nov 2020 19:20U.S.

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