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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
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Consumption is the biggest single component of GDP, accounting for 68% of the economy.
25th Jun 2021 00:20U.S.
A solid increase in aircraft orders and a rebound in the auto component likely will flatter the headline May durable goods orders number today--we look for a 3.0% increase, close...
24th Jun 2021 00:20U.S.
Question: What's the fastest known mechanism for getting oil out of the ground?
23rd Jun 2021 00:20U.S.
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.
22nd Jun 2021 00:30U.S.
The early signs are that the June payroll numbers will be materially stronger than May's.
21st Jun 2021 00:30U.S.
With half the June data now available, we're more confident now in calling the bottom for mortgage applications.
18th Jun 2021 00:20U.S.
The FOMC statement yesterday changed only trivially from April, just noting that the Covid picture is improving, easing the pressure on the economy, and that inflation is no...
17th Jun 2021 00:20U.S.
Since the late April FOMC meeting, policymakers have seen two huge core CPI prints, alongside copious evidence that surging labor demand has collided with constrained supply,...
16th Jun 2021 00:20U.S.
We have to talk about Covid again, unfortunately. The downward trend in U.S. cases appears to be over, for now, following a 94% drop from the January peak.
15th Jun 2021 00:30U.S.
First, an apology for breaking our two-page rule; we have a lot of ground to cover today. So, to business. Tapering is going to happen over the next few months; the only...
14th Jun 2021 00:30U.S.
Most of the action in the May CPI was in the Covid- sensitive components, again.
11th Jun 2021 00:20U.S.
We have no doubt that the trend in initial jobless claims will continue to fall over the summer, probably returning to cyclically normal levels in the mid-200K range or even lower.
10th Jun 2021 00:20U.S.
The May CPI is released tomorrow, but interest in the numbers is so high that we want to set out our forecast today, ahead of the rush.
9th Jun 2021 00:20U.S.
In 2015, key labor market indicators from the NFIB small business survey returned to levels last seen at the peak of the cycle in 2007, and unemployment hit the Fed's...
8th Jun 2021 00:30U.S.
The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.
7th Jun 2021 00:30U.S.
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
4th Jun 2021 00:20U.S.
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.
3rd Jun 2021 00:20U.S.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
2nd Jun 2021 00:20U.S.
Let's try to put ourselves into the shoes of the FOMC, as the economy builds momentum on the back of the reopening. It is now abundantly clear from hard data, shown in our first...
1st Jun 2021 00:30U.S.
Core PCE Inflation is Headed for 3%- plus, but Probably not in April
28th May 2021 00:20U.S.
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