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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money supply

27 Apr 2021 Core Capital Goods Orders aren't Softening, it Just Looks that Way

Core Capital Goods Orders aren't Softening, it Just Looks that Way

Ian Shepherdson (Chief Economist and Founder)27th Apr 2021 00:30U.S.

23 Apr 2021 Layoffs are Falling Fast;,Returning to Previous Norms by the Summer

Layoffs are Falling Fast;,Returning to Previous Norms by the Summer

Ian Shepherdson (Chief Economist and Founder)23rd Apr 2021 00:20U.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.

16 Apr 2021 More Gains for Retailers as Stimulus Cash Flows, Reopening Continues

More Gains for Retailers as Stimulus Cash Flows, Reopening Continues

Ian Shepherdson (Chief Economist and Founder)16th Apr 2021 00:20U.S.

13 Apr 2021 Core CPI Set To Rebound as the Services Sector Comes Back to Life

Core CPI Set To Rebound as the Services Sector Comes Back to Life

Ian Shepherdson (Chief Economist and Founder)13th Apr 2021 00:30U.S.

15 Mar 2021 Deeply Embedded Low Inflation Psychology didn't End Well in the 60s

Deeply Embedded Low Inflation Psychology didn't End Well in the 60s

Ian Shepherdson (Chief Economist and Founder)15th Mar 2021 00:30U.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)1st Mar 2021 00:30U.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.

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.

8 Jan 2021 December Payrolls are Wild, but Risk to Consensus is Mostly to the Upside

December Payrolls are Wild, but Risk to Consensus is Mostly to the Upside

Ian Shepherdson (Chief Economist and Founder)8th Jan 2021 00:20U.S.

6 Jan 2021 ISM Prices Paid Lifted by Oil Prices, the Real Inflation Risk is Elsewhere

We are not unduly concerned by the jump in theISM manufacturing prices paid index in January, toits highest level since May 2018.

Ian Shepherdson (Chief Economist and Founder)6th Jan 2021 00:20U.S.

18 Dec 2020 A Post-Covid Jump in Inflation Might be "Transient", but it Might Not

Fed Chair Powell argued in his press conference Wednesday that any increase in inflation when the economy re-opens likely will be short-lived.

Ian Shepherdson (Chief Economist and Founder)18th Dec 2020 00:20U.S.

15 Dec 2020 Manufacturing is Recovering, but not in a Straight Line

The industrial economy continues to recover, buoyed by a combination of strong domestic demand for goods, both consumer and capital, including anything housing-related, and the...

Ian Shepherdson (Chief Economist and Founder)15th Dec 2020 00:20U.S.

14 Dec 2020 Soaring Margins Could Drive Inflation if Demand Explodes Post-Covid

The conventional way to model U.S. inflation a year or two ahead is to start with a projection for the rate of increase of unit labor costs, and then tweak it to account for...

Ian Shepherdson (Chief Economist and Founder)14th Dec 2020 00:20U.S.

11 Dec 2020 The Core CPI Rebounded in November Despite Flat Rents

Both the jobless claims and CPI numbers released yesterday behaved as we expected at the headline level, but some of the CPI details were surprising and, perhaps, ominous.

Ian Shepherdson (Chief Economist and Founder)11th Dec 2020 00:20U.S.

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