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, or contact your account rep

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

With the benefit of hindsight, it now appears that the pace of layoffs started falling in earnest in about mid- February, by which time it was clear that the third wave of Covid cases was subsiding.

Ian Shepherdson (Chief Economist and Founder)U.S.

22 Apr 2021 February's Drop in Home Sales was Mostly Due to Falling Demand

The plunge in home sales in February was dismissed broadly as a consequence of the massive mid-month storm, which disrupted much of the country for several days. 

Ian Shepherdson (Chief Economist and Founder)U.S.

25 Mar 2021 Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising

With impeccable timing, the Fed has ceased publication of its time series showing the value of savings deposits held at commercial banks and thrifts. 

Ian Shepherdson (Chief Economist and Founder)U.S.

US 22 Mar 2021 The Services Sector Reopening Likely Drove up March Payrolls

Evidence is accumulating that the gradual re-opening
of the economy is making a material difference to the level of activity in the services sector.

Ian Shepherdson (Chief Economist and Founder)U.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)U.S.

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