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

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employees

23 Apr 2021 Layoffs are Falling Fast;,Returning to Previous Norms by the Summer

Layoffs are Falling Fast;,Returning to Previous Norms by the Summer

Ian Shepherdson (Chief Economist and Founder)23rd Apr 2021 00:20U.S.

8 Mar 2021 February Payrolls are Just a Taste of Much Bigger Gains to Come, Soon

8 Mar 2021 February Payrolls are Just a Taste of Much Bigger Gains to Come, Soon

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

21 Jan 2021 Jobless Claims Set to Drop; Last Week's Spike was a Seasonal Fluke

The spike in initial jobless claims last week was merely a correction after a run of below-trend readings, and we expect it to reverse over the next couple weeks. 

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

11 Dec 2020 The Core CPI Rebounded in November Despite Flat Rents

Both the jobless claims and CPI numbers released yesterday behaved as we expected at the headline level, but some of the CPI details were surprising and, perhaps, ominous.

Ian Shepherdson (Chief Economist and Founder)11th Dec 2020 00:20U.S.

7 Dec 2020 No Relief in Sight for the Labor Market

We were not surprised by the soft November employment numbers, unfortunately, because job growth was close to the pace implied by the Homebase small business employment data.

Ian Shepherdson (Chief Economist and Founder)7th Dec 2020 00:20U.S.

2 Dec 2020 The Bipartisan Covid Relief Bill is Welcome, but not Certain to Pass

The release yesterday of a $908B Covid relief bill, put together by a bipartisan group of senators, is good news.

Ian Shepherdson (Chief Economist and Founder)2nd Dec 2020 00:20U.S.

15 Oct 2020 Small Business Payrolls are Falling, Other Real-Time Data are Less Bad

Most of the states being hit hardest by the latest wave of Covid infections, in terms of new cases and hospitalizations per capita, have relatively small populations.

Ian Shepherdson (Chief Economist and Founder)15th Oct 2020 00:20U.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)1st Oct 2020 00:20U.S.

29 Sept 2020 Small Business Employment is Shrinking, October Payrolls to Fall

Our latest round-up of the key near-real-time data is not encouraging.

Ian Shepherdson (Chief Economist and Founder)29th Sep 2020 00:20U.S.

22 Sept 2020 Interest in the Housing Market is Peaking, but a Rout is Unlikely

We remain bullish on the near-term outlook for the housing market, but momentum in the mortgage applications numbers has faded a bit in recent weeks.

Ian Shepherdson (Chief Economist and Founder)22nd Sep 2020 00:20U.S.

18 Sept 2020 Near-real-time Data Starting to Capture the Hit from Falling Benefits

The near-real-time economic data have been hard to read recently, because of distortions caused by the Labor Day holiday.

Ian Shepherdson (Chief Economist and Founder)18th Sep 2020 00:20U.S.

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