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.

homebuilders

20 July 2021 No Signs in Homebase Data of Accelerating Payrolls in July

The payroll survey was conducted last week; anyone who did any paid work in the pay period--that is, the week, two weeks, or month--which included Monday, July 12, counts as...

Ian Shepherdson (Chief Economist and Founder)U.S.

22 Jan 2021 All the Key Housing Metrics Have Flattened, Except Prices

Most people buy homes--new and existing--with mortgage finance, so it follows that mortgage demand ought to lead the sales numbers.

Ian Shepherdson (Chief Economist and Founder)U.S.

18 Nov 2020 The Restaurant Recovery Stalled in October, Reversal in November

After five straight months of gains, during which the food service component of retail sales recovered 73% of the ground lost in March and April, during the initial Covid...

Ian Shepherdson (Chief Economist and Founder)U.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)U.S.

9 Sept 2020 Rebounding Home Prices Likely will Push CPI Rent Inflation Back up

The remarkable surge in both new and existing home sales in recent months already has pushed inventory down and prices up.

Ian Shepherdson (Chief Economist and Founder)U.S.

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