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.

debt

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.

21 Dec 2020 A Bill Beats No Bill, but it Could have been so Much Better

Any Covid relief bill is better than no Covid relief bill, but the measures set to be passed by Congress after our Sunday deadline do not represent the most efficient use of the...

Ian Shepherdson (Chief Economist and Founder)21st Dec 2020 00:20U.S.

9 Dec 2020 Will Mortgage Demand Surge Again Post-Covid?

Most of the time, we don't pay too much attention to the weekly mortgage applications numbers from the Mortgage Bankers Association, because the noise-to- signal ratio is too...

Ian Shepherdson (Chief Economist and Founder)9th Dec 2020 00:20U.S.

7 Dec 2020 No Relief in Sight for the Labor Market

We were not surprised by the soft November employment numbers, unfortunately, because job growth was close to the pace implied by the Homebase small business employment data.

Ian Shepherdson (Chief Economist and Founder)7th Dec 2020 00:20U.S.

20 Oct 2020 The U.S. Monetary Expansion Might Boost Inflation After Covid...or Not

If you were to return home to find your home ablaze, heaven forbid, and the fire department hard at work to douse the flames, would you be more concerned about your impending...

Ian Shepherdson (Chief Economist and Founder)20th Oct 2020 00:20U.S.

28 Sept 2020 36 Days to Go, Who will Win, and What will they Do?

First, apologies for a much more dense report than usual; there's a lot of ground to cover here. The most likely outcome of the November 3 election right now is a Democrat...

Ian Shepherdson (Chief Economist and Founder)28th Sep 2020 00:20U.S.

21 Sept 2020 Why won't the Fed Offer Outcome-based Guidance for its QE Program?

The Fed has given itself and markets clear guidance on the minimum requirements for a rate hike-- maximum employment, and inflation at 2% and on track "moderately"...

Ian Shepherdson (Chief Economist and Founder)21st Sep 2020 00:20U.S.

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