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.

consumerBalance of Payments Fiscal Policy

4 Oct 2021 Congress has a Long Way to Go, but the BIF and BBB will Pass

  • Shutdown averted, but action on the debt ceiling, infrastructure and social spending will take a while.
  • Households are still adding to their huge pile of sav- ings; post-pandemic firepower is enormous.
  • Homebase data signal a solid increase in payrolls; the St. Louis Fed model tracks only household jobs.

Ian Shepherdson (Chief Economist and Founder)U.S.

28 Sept 2021 Crunch Time Approaches as Dem Leaders Seek Deal by Thursday

  • Fiscal policy for next year could be a great deal clearer by the end of this week...
  • ...The "tightening" as the deficit drops in fiscal 2022 is not what it seems; the private sector is cash-rich..
  • The trade deficit likely dropped sharply in August; imports were slowed by China's port closure.

Ian Shepherdson (Chief Economist and Founder)U.S.

28 June 2021 Q2 Growth won't Hit Our Initial Hopes, but the Recovery is Strong

The 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%

Ian Shepherdson (Chief Economist and Founder)U.S.

19 Apr 2021 The Council of Economic Advisors Might be Right About Inflation, or...

The Council of Economic Advisors waded into the post-Covid inflation debate last week—actually, it would be more accurate to say that they dipped a tentative toe into the water—with a blog post arguing that "the likeliest outlook over the next several months is for inflation to rise modestly... and to fade back to a lower pace thereafter as actual inflation begins to run more in line with longer- run expectations.

Ian Shepherdson (Chief Economist and Founder)U.S.

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Keywords for: U.S. Documents

U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence