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.

economic cycle

8 June 2021 Fundamentals, not Surveys, will Drive the Fed, but the Surveys are Startling

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...

Ian Shepherdson (Chief Economist and Founder)8th Jun 2021 00:30U.S.

*May 2021 - U.S. Economic Chartbook*

The Reopening Is Gathering Momentum...But The Risks To Inflation Are Clear

Ian Shepherdson (Chief Economist and Founder)17th May 2021 13:43U.S.

21 Apr 2021 A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet

A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet

Ian Shepherdson (Chief Economist and Founder)21st Apr 2021 00:20U.S.

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.

*April 2021 - U.S. Economic Chartbook*

Is The U.S. Dodging The Covid Variant Bullet?...If It Is, Expect Full Re-Opening By May

Ian Shepherdson (Chief Economist and Founder)14th Apr 2021 14:29U.S.

31 Mar 2021 Upside Risk for March ADP Jobs as Small Firms' Hiring Accelerates

Upside Risk for March ADP Jobs as Small Firms' Hiring Accelerates

Ian Shepherdson (Chief Economist and Founder)31st Mar 2021 00:20U.S.

*March 2021 - U.S. Economic Chartbook*

Is The U.S. Dodging The Covid Variant Bullet?...If It Is, Expect Full Re-Opening By May

Ian Shepherdson (Chief Economist and Founder)12th Mar 2021 14:48U.S.

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)4th Mar 2021 00:20U.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)2nd Mar 2021 00:30U.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 15:02U.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)25th Jan 2021 00:20U.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 13:22U.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 14:24U.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)10th Dec 2020 00:10U.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)1st Dec 2020 00:20U.S.

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