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.

infrastructure spending

4 June 2021 ADP Likely Overstates May Payrolls, Homebase Data are Softer, Again

We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.

Ian Shepherdson (Chief Economist and Founder)4th Jun 2021 00:20U.S.

3 June 2021 May ADP Payrolls Likely Constrained by the April Softness in Official Data

ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.

Ian Shepherdson (Chief Economist and Founder)3rd Jun 2021 00:20U.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)2nd Jun 2021 00:20U.S.

US Datanote: ISM Services Survey, April 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)5th May 2021 17:00U.S.

US Datanote: U.S. ADP Employment, April 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)5th May 2021 16:59U.S.

US Datanote: U.S. Personal Income and Spending, March/Employment costs, Q1 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)30th Apr 2021 14:52U.S.

19 Apr 2021 The Council of Economic Advisors Might be Right About Inflation, or...

The Council of Economic Advisors Might be Right About Inflation, or...

Ian Shepherdson (Chief Economist and Founder)19th Apr 2021 00:30U.S.

US Datanote: U.S. Personal Income and Spending/Advance Goods Trade, February 2021

U.S. Personal Income and Spending, Advance Goods Trade, February 2021

Ian Shepherdson (Chief Economist and Founder)26th Mar 2021 16:17U.S.

19 Feb 2021 Higher-Income People's Spending is Limited by Opportunity, not Cashflow

Higher-Income People's Spending is Limited by Opportunity, not Cashflow

Ian Shepherdson (Chief Economist and Founder)19th Feb 2021 00:20U.S.

US Datanote: U.S. Personal Income and Spending, December and Employment costs index, Q4 2020

U.S. Personal Income and Spending, December, Employment costs index, Q4 2020

Ian Shepherdson (Chief Economist and Founder)29th Jan 2021 16:08U.S.

24 Dec 2020 Look Behind the Headlines for the Real Stories in the Latest Data

This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.

Ian Shepherdson (Chief Economist and Founder)24th Dec 2020 00:20U.S.

25 Nov 2020 Yellen will be an Excellent Treasury Secretary, but the Role is Limited

The impending appointment of ex-Fed Chair Yellen as Treasury Secretary is to be welcomed--a safer pair of hands is hard to imagine--but it does not change our view that...

Ian Shepherdson (Chief Economist and Founder)25th Nov 2020 00:20U.S.

US Datanote: U.S. Personal Income and Spending, September and Employment Costs, Q3 2020

In one line: Households in aggregate are cash rich, but spending is Covid-constrained.

Ian Shepherdson (Chief Economist and Founder)30th Oct 2020 15:00U.S.

30 Oct 2020 What's Happening to Wages?

Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.

Ian Shepherdson (Chief Economist and Founder)30th Oct 2020 00:10U.S.

28 Oct 2020 What's Really Happening to Home Prices--and What's Coming Next

The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...

Ian Shepherdson (Chief Economist and Founder)28th Oct 2020 00:10U.S.

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