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.

Datanotes consumer

US Datanote: U.S. Consumer Prices, May 2021; Weekly Jobless Claims 6 10 2021

In one line: The reopening spike continues; the Fed better be right about "bottlenecks".

Ian Shepherdson (Chief Economist and Founder)10th Jun 2021 16:11U.S.

US Datanote: University of Michigan Consumer Sentiment Survey, May preliminary 2021

University of Michigan Consumer Sentiment Survey, May preliminary 2021

Ian Shepherdson (Chief Economist and Founder)14th May 2021 16:22U.S.

US Datanote: U.S. Housing Starts, March; Univ. of Michigan Consumer Sentiment, April 2021

U.S. Housing Starts, March, Univ. of Michigan Consumer Sentiment, April 2021

Ian Shepherdson (Chief Economist and Founder)16th Apr 2021 15:18U.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 16:36U.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 16:03U.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 16:40U.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 16:04U.S.

US Datanote: Univ. of Michigan Consumer Sentiment, November 2020

In one line: Elections have consequences, especially for sentiment among Republicans.

Ian Shepherdson (Chief Economist and Founder)13th Nov 2020 16:01U.S.

US Datanote: U.S. Consumer Prices, October, Weekly Jobless Claims 2020

In one line: Core inflation is stable for now; medium-term, all bets are off.

Ian Shepherdson (Chief Economist and Founder)12th Nov 2020 16:25U.S.

US Datanote: U.S. Consumer confidence, October 2020

In one line: Not great, but not terrible, either.

Ian Shepherdson (Chief Economist and Founder)27th Oct 2020 16:12U.S.

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