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.
index
The slowdown in wage growth is real, and sharp
Kieran Clancy (U.S. Economist)U.S.
- The explosion in margins during the pandemic explains most of the overshoot in core inflation.
- Supply-chain and inventory data point to rapid margin re-compression, starting anytime now.
- The headline Empire State index likely nudged up a bit this month, but watch for falling capex plans.
Ian Shepherdson (Chief Economist and Founder)U.S.
- The plunge in job openings was the biggest surprise in the August data; what happened in September?
- The ISM manufacturing index likely fell again in October, but it remains well above recession levels.
- Auto sales appear to have rebounded very strongly in October as supply continued to improve.
Ian Shepherdson (Chief Economist and Founder)U.S.