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.

empire state

1 Apr 2021 ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

Ian Shepherdson (Chief Economist and Founder)1st Apr 2021 00:20U.S.

24 Dec 2020 Look Behind the Headlines for the Real Stories in the Latest Data

This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.

Ian Shepherdson (Chief Economist and Founder)24th Dec 2020 00:20U.S.

17 Dec 2020 Opportunity Missed as the FOMC Leaves QE Unchanged

The Fed disappointed markets yesterday, by choosing not to increase the weighted average maturity--WAM--of its Treasury purchases.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2020 22:20U.S.

US Datanote: Empire State Survey, December 2020

In one line: The manufacturing recovery is stabilizing.

Ian Shepherdson (Chief Economist and Founder)15th Dec 2020 14:48U.S.

19 Nov 2020 More Evidence Signals a Slowing Housing Rebound, but no Relapse

It's tempting to think, in the wake of yesterday's strong October housing starts numbers and the dip in mortgage rates to record lows, that the market will continue to...

Ian Shepherdson (Chief Economist and Founder)19th Nov 2020 00:10U.S.

US Datanote: U.S. Empire State Survey, November

In one line: Disappointing but not necessarily a signal of national manufacturing softening.

Ian Shepherdson (Chief Economist and Founder)16th Nov 2020 13:45U.S.

16 Nov 2020 Expect Rolling Restrictions and Lockdowns, Covid is Out of Control

The story of the next few weeks will be a gradual and uneven--but unambiguous--tightening of anti-Covid restrictions across the country.

Ian Shepherdson (Chief Economist and Founder)16th Nov 2020 00:20U.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.

US Datanote: U.S. Empire State Survey, September 2020

In one line: Manufacturing is growing, but momentum has stalled.

Ian Shepherdson (Chief Economist and Founder)15th Sep 2020 16:10U.S.

15 Sept 2020 The Manufacturing Sector is Losing Steam, but Autos have Further to go

Momentum in the rebound in economic activity has faded over the past couple months, housing and auto sales aside.

Ian Shepherdson (Chief Economist and Founder)15th Sep 2020 00:20U.S.

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