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.
gasoline
- Housing construction is trending rapidly downwards, but starts likely were steady in August...temporarily.
- Inflation expectations are tracking the decline in food and energy inflation; that’s what matters for the Fed.
- Used vehicle prices fell sharply in the first half of September; the data will hit the CPI very soon.
Ian Shepherdson (Chief Economist and Founder)U.S.
- Core retail sales growth slowed over the summer, lagging the surge in gas prices; expect a Q4 rebound.
- Regional Fed surveys signal plunging margin inflation, though they disagree on growth.
- Consumers’ sentiment likely rebounded strongly this month; people like falling gas prices.
Ian Shepherdson (Chief Economist and Founder)U.S.
- Core PPI inflation is falling fast, despite upward pressure from a technical issue in August.
- Core retail sales likely rose at a decent pace in August, though the margin of error is bigger than usual.
- A calendar quirk probably will constrain reported manufacturing output in August.
Ian Shepherdson (Chief Economist and Founder)U.S.
- Core inflation clearly is slowing, but August brings risks in both directions; vehicle prices are wild.
- Airline fares likely plunged, but hotel room rates probably jumped, and rents are still rising strongly.
- Small business sentiment likely rebounded as gas prices dropped, and selling prices probably fell.
Ian Shepherdson (Chief Economist and Founder)U.S.
- Consumers’ discretionary spending is reviving in the wake of the plunge in gas prices.
- The ISM and PMI services indexes are headed in opposite directions; one of them is wrong.
- The July trade data will confirm that the deficit is falling fast; trade will be a big plus for Q3 GDP growth.
Ian Shepherdson (Chief Economist and Founder)U.S.
- The ADP employment report returns today, with new methodology; forecasts are, therefore, a joke.
- The number of JOLTS job openings remains close to the peak, but are the data believable?
- Consumer confidence is rebounding as falling gas prices boost people’s spending power.
Ian Shepherdson (Chief Economist and Founder)U.S.
