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.

deficit

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

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

Ian Shepherdson (Chief Economist and Founder)19th Apr 2021 00:30U.S.

15 Mar 2021 Deeply Embedded Low Inflation Psychology didn't End Well in the 60s

Deeply Embedded Low Inflation Psychology didn't End Well in the 60s

Ian Shepherdson (Chief Economist and Founder)15th Mar 2021 00:30U.S.

7 Jan 2021 The Biden Administration is Still Constrained, Despite Georgia Wins

Everything has changed in Washington after the Democrats won the Georgia Senate runoff elections, except the need to find 60 votes for fiscal measures which can't be passed...

Ian Shepherdson (Chief Economist and Founder)7th Jan 2021 00:20U.S.

30 Oct 2020 What's Happening to Wages?

Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.

Ian Shepherdson (Chief Economist and Founder)30th Oct 2020 00:10U.S.

28 Oct 2020 What's Really Happening to Home Prices--and What's Coming Next

The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...

Ian Shepherdson (Chief Economist and Founder)28th Oct 2020 00:10U.S.

27 Oct 2020 Capex Orders and Shipments Still Rising, but Momentum is Easing

We're expecting to learn today that shipments of core capital goods jumped at a 33% annualized rate in the third quarter, a record increase, and more than reversing the 19.7%...

Ian Shepherdson (Chief Economist and Founder)27th Oct 2020 00:10U.S.

26 Oct 2020 The Manufacturing Recovery Can Continue as Goods Spending Rises

Back in the olden days, we argued that shifts in the global manufacturing cycle often originated in China, and then fed into the U.S. and European data with a lag of one-to-three...

Ian Shepherdson (Chief Economist and Founder)26th Oct 2020 00:10U.S.

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