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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7 May 2021 April Payrolls Likely Rose at a Solid Pace, but Bigger Gains are Coming

April Payrolls Likely Rose at a Solid Pace, but Bigger Gains are Coming

Ian Shepherdson (Chief Economist and Founder)7th May 2021 00:20U.S.

30 Mar 2021 B117 is Driving up New Covid Cases, but the Recovery is not Cancelled

B117 is Driving up New Covid Cases, but the Recovery is not Cancelle

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

12 Jan 2021 Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation

Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation

Ian Shepherdson (Chief Economist and Founder)12th Jan 2021 00:20U.S.

16 Dec 2020 QE Curve Extension is a Decent Bet Today, Increased Purchases in '21

In the absence of hints from senior Fed officials that a major change to the QE program is imminent, we would be surprised today if the Fed increases the pace of purchases from...

Ian Shepherdson (Chief Economist and Founder)15th Dec 2020 22:20U.S.

7 Dec 2020 No Relief in Sight for the Labor Market

We were not surprised by the soft November employment numbers, unfortunately, because job growth was close to the pace implied by the Homebase small business employment data.

Ian Shepherdson (Chief Economist and Founder)7th Dec 2020 00:20U.S.

2 Dec 2020 The Bipartisan Covid Relief Bill is Welcome, but not Certain to Pass

The release yesterday of a $908B Covid relief bill, put together by a bipartisan group of senators, is good news.

Ian Shepherdson (Chief Economist and Founder)2nd 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.

9 Nov 2020 October Payrolls were Good, but Nothing Like Good Enough

October payrolls surprised us to the upside, prompting a wave of chatter from the commentariat to the effect that the labor market is healing. Well, it was healing, in the week...

Ian Shepherdson (Chief Economist and Founder)9th Nov 2020 00:20U.S.

5 Nov 2020 Less Fiscal Push, More Monetary Easing, Stocks Up, Yields, USD Down

As we reach our deadline at 4pm Eastern, definitive results are not yet available for Nevada, Georgia or Pennsylvania, any one of which would push Joe Biden over the 270 Electoral...

Ian Shepherdson (Chief Economist and Founder)5th Nov 2020 00:10U.S.

3 Nov 2020 Mr. Trump Might be Re-Elected, but the Odds are Against Him

It's entirely possible that Donald Trump will be re-elected today, but it is not very likely. The FiveThirtyEight model--the only one to give Mr. Trump much chance in...

Ian Shepherdson (Chief Economist and Founder)3rd Nov 2020 00:20U.S.

21 Oct 2020 No Stimulus Deal Yet, but the Clock has not Yet Run Down Completely

As we reach our deadline on Tuesday afternoon, Eastern time, no agreement has been reached between Treasury Secretary Mnuchin and House Speaker Pelosi on the next Covid relief...

Ian Shepherdson (Chief Economist and Founder)21st Oct 2020 00:10U.S.

13 Oct 2020 Stimulus Foundering on the Strong Objections of Some GOP Senators

As we reach our deadline Monday afternoon, the Columbus Day long weekend has brought no progress on the fiscal front.

Ian Shepherdson (Chief Economist and Founder)13th Oct 2020 00:20U.S.

5 Oct 2020 The Election Picture isn't Changed by Trump's Test, he is Still Likely to Lose

The initial stock market reaction to news of President Trump's Covid test never made much sense. Sure, markets do not like uncertainty, but in a country where the election is...

Ian Shepherdson (Chief Economist and Founder)5th Oct 2020 00:20U.S.

28 Sept 2020 36 Days to Go, Who will Win, and What will they Do?

First, apologies for a much more dense report than usual; there's a lot of ground to cover here. The most likely outcome of the November 3 election right now is a Democrat...

Ian Shepherdson (Chief Economist and Founder)28th Sep 2020 00:20U.S.

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