Pantheon Macroeconomics

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U.S. Publications

Below is a full list of our U.S. Publications.

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labor market

5 Mar 2021 Payrolls Likely Rose Modestly in February; Bigger Gains are Coming

We expect to see a 300K increase in February payrolls reported today, a bit better than the 195K consensus but barely visible against the 10½M shortfall compared to the level...

Ian Shepherdson (Chief Economist and Founder)5th Mar 2021 03:19U.S.

4 Mar 2021 ISM Services Prices Point to Inflation Beyond Mere Base Effects

The startling jump in the ISM services price index is the main story from the survey, released yesterday, not the modest and likely temporary dip in the headline index.

Ian Shepherdson (Chief Economist and Founder)3rd Mar 2021 19:20U.S.

1 Mar 2021. Stocks don't Need to Keep Falling on the Back of Higher Yields

1 Mar 2021. Stocks don't Need to Keep Falling on the Back of Higher Yields

Ian Shepherdson (Chief Economist and Founder)28th Feb 2021 19:30U.S.

24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties

24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties

Ian Shepherdson (Chief Economist and Founder)23rd Feb 2021 19:20U.S.

23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk

23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk

Ian Shepherdson (Chief Economist and Founder)22nd Feb 2021 08:32U.S.

22 Feb 2021 Higher Spending on Services After Covid won't hurt Spending on Goods

Higher Spending on Services After Covid won't hurt Spending on Goods

Ian Shepherdson (Chief Economist and Founder)21st Feb 2021 19:30U.S.

US Datanote: U.S. Employment, January 2021

U.S. Weekly Jobless Claims 2 4 21, Productivity and Unit Labor Costs, Q4 2020

Ian Shepherdson (Chief Economist and Founder)5th Feb 2021 09:34U.S.

US Datanote: U.S. Weekly Jobless Claims 2 4 21/Productivity and Unit Labor Costs, Q4 2020

U.S. Weekly Jobless Claims 2 4 21, Productivity and Unit Labor Costs, Q4 2020

Ian Shepherdson (Chief Economist and Founder)4th Feb 2021 11:01U.S.

25 Jan 2021 Could a Margin Spike Translate into Sustained Inflation? Watch Wages

Could a Margin Spike Translate into Sustained Inflation? Watch Wages

Ian Shepherdson (Chief Economist and Founder)24th Jan 2021 19:20U.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)21st Jan 2021 19:20U.S.

20 Jan 2021 Don't Worry About the Dip in Savings Balances, They're Still Huge

Don't Worry About the Dip in Savings Balances, They're Still Huge

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

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