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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implications Profits

21 Apr 2021 A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet

Without a sustained rebound in business capex, rebuilding the ravaged U.S. capital stock and driving up productivity growth, it's hard to see how the neutral real funds rate—r-star—can return to levels we used to think of as normal. 

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

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