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.

households

29 July 2021 Progress Made, but not "Sufficient Further Progress", Yet

Tapering is inching closer, but talk of rate hikes is de-ferred unless and until labor market signals flash red. The economy likely expanded at an 8.0% rate in Q2, led by...

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

26 July 2021 Growth is Slowing, but that Had to Happen

Some of the near-real-time data are flattening; don't worry, it had to happen, and some will re-accelerate. The recovery is still on track, though we'll be much happier once...

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

16 July 2021 Are Supply-Chain Pressures Starting to Ease, at the Margin

What should we make of the news that manufacturing production fell outright in June--just--but that the Empire State manufacturing index has rocketed to a record high?

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

28 June 2021 Q2 Growth won't Hit Our Initial Hopes, but the Recovery is Strong

The 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%

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

7 June 2021 May Payrolls Constrained Again by Supply; Wages Accelerating, for now

The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.

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

2 June 2021 Will Auto Sales Jump as Businesses Buy Again and Chip Shortages Ease

After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply, 

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

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