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.

durable goodsUK Monetary Policy

14 Oct 2021 Has the CPI Accident Waiting to Happen, Just Happened?

  • September's core CPI was flattered by unsustainable declines in airline fares, lodging and used car prices...
  • ...But rents rose at the fastest pace in 15 years, so all eyes now will be on the October report.
  • Stop Press: FOMC minutes confirm tapering to be announced at the November meeting.

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

15 Sept 2021 The Surge is Over, but Don't Expect Every Core CPI to Look Like August's

  • Cross-currents in the core CPI suggest further volatility over the next few months…
  • …But a repeat of the spring surge is unlikely, even as hotel room rates and airline fares rebound, post-Delta.
  • The NFIB survey hints that small firms are responding to tight labor markets by increasing their capex

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

9 July 2021 Auto Sales are Falling and Prices are Rising, Supply is the Problem

The June auto sales numbers attracted very little attention last week, as the data came sandwiched between the ISM manufacturing survey and the payroll report. 

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

8 July 2021 Does Trimmed Mean Inflation Signal Broader Trouble Ahead

The Dallas Fed last week published a short blog post—seehere—focused on the predictive power of their trimmed mean PCE inflation measure. 

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

20 Apr 2021 First Quarter Growth Likely was About 6%, Expect Better in Q2

The wave of data over the past couple weeks means we can be reasonably confident now that first quarter GDP growth was around 6%.

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