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.

Chartbook Economic Monitor consumer

8 July 2021 Does Trimmed Mean Inflation Signal Broader Trouble Ahead

The Dallas Fed last week published a short blog post--seehere--focused on the predictive power of their trimmed mean PCE inflation measure. 

Ian Shepherdson (Chief Economist and Founder)8th Jul 2021 00:20U.S.

22 June 2021 Delta is Taking Over, Low Vaccination States are Vulnerable

The Covid picture nationally continues to improve, with the seven-day average number of cases now at just 11.1K, down 24% from a week ago and 62% from a month ago. 

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

18 June 2021 Mortgage Demand Appears to have Hit Bottom, Modest Recovery in H2

With half the June data now available, we're more confident now in calling the bottom for mortgage applications.

Ian Shepherdson (Chief Economist and Founder)18th Jun 2021 00:20U.S.

4 June 2021 ADP Likely Overstates May Payrolls, Homebase Data are Softer, Again

We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.

Ian Shepherdson (Chief Economist and Founder)4th Jun 2021 00:20U.S.

2 June 2021 Will Auto Sales Jump as Businesses Buy Again and Chip Shortages Ease

After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply, 

Ian Shepherdson (Chief Economist and Founder)2nd Jun 2021 00:20U.S.

28 May 2021 Core PCE Inflation is Headed for 3%- plus, but Probably not in April

Core PCE Inflation is Headed for 3%- plus, but Probably not in April

Ian Shepherdson (Chief Economist and Founder)28th May 2021 00:20U.S.

26 May 2021 Markets and the Fed will React Differently if May Payrolls Rebound

Markets and the Fed will React Differently if May Payrolls Rebound

Ian Shepherdson (Chief Economist and Founder)26th May 2021 00:20U.S.

25 May 2021 Surging Restaurant Demand is Set to Lift May and June Retail Sales

Surging Restaurant Demand is Set to Lift May and June Retail Sales

Ian Shepherdson (Chief Economist and Founder)25th May 2021 00:30U.S.

18 May 2021 Inflation Expectations Should Fall in H2 as Food, Energy Pressure Fades

Inflation Expectations Should Fall in H2 as Food, Energy Pressure Fades

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

7 May 2021 April Payrolls Likely Rose at a Solid Pace, but Bigger Gains are Coming

April Payrolls Likely Rose at a Solid Pace, but Bigger Gains are Coming

Ian Shepherdson (Chief Economist and Founder)7th May 2021 00:20U.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.

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.

13 Apr 2021 Core CPI Set To Rebound as the Services Sector Comes Back to Life

Core CPI Set To Rebound as the Services Sector Comes Back to Life

Ian Shepherdson (Chief Economist and Founder)13th Apr 2021 00:30U.S.

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.

8 Mar 2021 February Payrolls are Just a Taste of Much Bigger Gains to Come, Soon

8 Mar 2021 February Payrolls are Just a Taste of Much Bigger Gains to Come, Soon

Ian Shepherdson (Chief Economist and Founder)8th Mar 2021 00:30U.S.

4 Mar 2021 ISM Services Prices Point to Inflation Beyond Mere Base Effects

The startling jump in the ISM services price index is the main story from the survey, released yesterday, not the modest and likely temporary dip in the headline index.

Ian Shepherdson (Chief Economist and Founder)4th Mar 2021 00:20U.S.

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