Pantheon Macroeconomics

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U.S. Publications

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economic chartbook

4 Mar 2021 ISM Services Prices Point to Inflation Beyond Mere Base Effects

The startling jump in the ISM services price index is the main story from the survey, released yesterday, not the modest and likely temporary dip in the headline index.

Ian Shepherdson (Chief Economist and Founder)3rd Mar 2021 19:20U.S.

2 Mar 2021 The Services Sector is Stirring as Covid Cases Plunge

2 Mar 2021 The Services Sector is Stirring as Covid Cases Plunge

Ian Shepherdson (Chief Economist and Founder)1st Mar 2021 19:30U.S.

*February 2021 - U.S. Economic Chartbook*

Covid Is Receding, New Variants Permitting...The Re-Opening Is Underway, And Will Accelerate

Ian Shepherdson (Chief Economist and Founder)11th Feb 2021 10:02U.S.

25 Jan 2021 Could a Margin Spike Translate into Sustained Inflation? Watch Wages

Could a Margin Spike Translate into Sustained Inflation? Watch Wages

Ian Shepherdson (Chief Economist and Founder)24th Jan 2021 19:20U.S.

*January 2021 - U.S. Economic Chartbook*

Growth Is Slowing As Covid Restrictions Bite...Worse To Come If Cases Rise Over The Holidays

Ian Shepherdson (Chief Economist and Founder)14th Jan 2021 08:22U.S.

*December 2020 - U.S. Economic Chartbook*

Growth Is Slowing As Covid Restrictions Bite...Worse To Come If Cases Rise Over The Holidays

Ian Shepherdson (Chief Economist and Founder)11th Dec 2020 09:24U.S.

10 Dec 2020 Upside Risk for Jobless Claims, Last Week's Drop was Seasonal Noise

Most of the pre-release focus in markets this morning will be on the November CPI, but we see potential for more excitement over the weekly initial jobless claims numbers, where...

Ian Shepherdson (Chief Economist and Founder)9th Dec 2020 19:10U.S.

1 Dec 2020 Help is Needed for the Unemployed, but the Employed Drive Growth

While we wait to see the extent to which Thanksgiving travel and family gatherings interrupted the emerging downshift in U.S. Covid cases, this week brings a ton of new data on...

Ian Shepherdson (Chief Economist and Founder)30th Nov 2020 19:20U.S.

*November 2020 - U.S. Economic Chartbook*

The Covid Pandemic Will Be Over Next Year...But It's Raging Now, And The Winter Will Be Grim

Ian Shepherdson (Chief Economist and Founder)17th Nov 2020 08:53U.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)27th Oct 2020 20:10U.S.

*October 2020 - U.S. Economic Chartbook*

Growth Momentum Has Faded...More Stimulus Is Coming, But When?

Ian Shepherdson (Chief Economist and Founder)9th Oct 2020 11:47U.S.

6 Oct 2020 Covid Threatens Medium-Term GDP Growth but the Story is not All Bad

The steep rise in the number of people unemployed for more than six months attracted a good deal of media attention after the release of Friday's August jobs report, as well...

Ian Shepherdson (Chief Economist and Founder)5th Oct 2020 20:20U.S.

1 Oct 2020 September Payrolls Look a Bit Better After ADP, October Seems Weak

We're happy that ADP beat our forecast yesterday-- an extra 250K jobs doesn't change the world, but it's better than the opposite--and we're lifting our...

Ian Shepherdson (Chief Economist and Founder)30th Sep 2020 20:20U.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)27th Sep 2020 20:20U.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)20th Sep 2020 20:20U.S.

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