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.

consumer Mortgage Lending and Sales

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.

3 June 2021 May ADP Payrolls Likely Constrained by the April Softness in Official Data

ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.

Ian Shepherdson (Chief Economist and Founder)3rd 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.

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.

24 May 2021 Real Shifts in Inflation Expectations Matter for Wages (Probably)

Real Shifts in Inflation Expectations Matter for Wages (Probably)

Ian Shepherdson (Chief Economist and Founder)24th May 2021 00:30U.S.

21 May 2021 Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Ian Shepherdson (Chief Economist and Founder)21st May 2021 00:30U.S.

30 Apr 2021 The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

Ian Shepherdson (Chief Economist and Founder)30th Apr 2021 00:20U.S.

23 Apr 2021 Layoffs are Falling Fast;,Returning to Previous Norms by the Summer

Layoffs are Falling Fast;,Returning to Previous Norms by the Summer

Ian Shepherdson (Chief Economist and Founder)23rd Apr 2021 00:20U.S.

16 Apr 2021 More Gains for Retailers as Stimulus Cash Flows, Reopening Continues

More Gains for Retailers as Stimulus Cash Flows, Reopening Continues

Ian Shepherdson (Chief Economist and Founder)16th Apr 2021 00:20U.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.

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.

25 Mar 2021 Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising

Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising

Ian Shepherdson (Chief Economist and Founder)25th Mar 2021 00:20U.S.

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