Pantheon Macroeconomics

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U.S. Publications

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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 18:20U.S.

US Datanote: U.S. NAHB Homebuilder Survey, December 2020

In one line: Still strong, but activity has peaked, for now.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2020 09:46U.S.

16 July 2020 State Initial Claims Likely Down Again, but Lookout for PUA Claims

The weekly initial jobless claims numbers have been a useful proxy for the real-time performance of the economy since Covid-19 struck.

Ian Shepherdson (Chief Economist and Founder)15th Jul 2020 19:10U.S.

US Datanote: NAHB Homebuilder Survey, June 2020

In one line: This what a V looks like; back to the pre-Covid level by August?

Ian Shepherdson (Chief Economist and Founder)16th Jun 2020 10:37U.S.

16 June 2020 Sales, Production Up in May, but a Very Long Way to Go

The two marquee economic reports today, covering May retail sales and industrial production, will capture the initial rebound after the economy hit bottom sometime in mid-April.

Ian Shepherdson (Chief Economist and Founder)15th Jun 2020 19:20U.S.

US Datanote: U.S. NAHB Homebuilder Survey, May

In one line: Further gains ahead as the housing market reopens.

Ian Shepherdson (Chief Economist and Founder)18th May 2020 10:15U.S.

US Datanote: U.S. NAHB Homebuilder Survey, April

In one line: A huge hit, but not a record low.

Ian Shepherdson (Chief Economist and Founder)15th Apr 2020 10:00U.S.

15 Apr 2020 Brace for Grim March Retail Sales and IP Reports, with Worse to Come

Today brings a wave of data which will help analysts narrow their estimates for first quarter GDP growth, and will offer some clues, albeit limited, about the early part of the...

Ian Shepherdson (Chief Economist and Founder)14th Apr 2020 19:10U.S.

US Datanote: U.S. NAHB and JOLTS

In one line: Homebuilders are becoming nervous.

Ian Shepherdson (Chief Economist and Founder)17th Mar 2020 10:00U.S.

16 Jan 2020 No Repeat of the December 2018 Plunge in Retail Sales

Ahead of the release of the retail sales report for December 2018, markets expected to see unchanged non-auto sales.

Ian Shepherdson (Chief Economist and Founder)15th Jan 2020 18:10U.S.

17 Dec 2019 Behind the Rebound in November IP, the Underlying Trend is Flat

The November industrial production numbers will be dominated by the rebound in auto production following the end of the GM strike.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2019 18:20U.S.

US Datanote: NAHB Homebuilder Survey

In one line: Housing is the hottest part of the whole economy.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2019 09:30U.S.

U.S. Datanote: U.S. NAHB Homebuilder Survey, October

In one line: The one bright spot in the economy shines again.

Ian Shepherdson (Chief Economist and Founder)16th Oct 2019 10:00U.S.

U.S. Datanote: U.S. NAHB Homebuilder Survey, August

In one line: Better, and scope for further gains.

Ian Shepherdson (Chief Economist and Founder)17th Sep 2019 10:00U.S.

17 July 2019 Consumers Leading the Way, but is Manufacturing Close to a Floor

We have revised up our second quarter consumption forecast to a startling 4.0% in the wake of yesterday's strong June retail sales numbers, which were accompanied by upward...

Ian Shepherdson (Chief Economist and Founder)16th Jul 2019 19:10U.S.

U.S. Datanote: NAHB Homebuilder Survey, July

In one line: Treading water, but should strengthen markedly soon.

Ian Shepherdson (Chief Economist and Founder)16th Jul 2019 10:25U.S.

18 June 2019 Chainstore Sales Growth is Set to Slow Sharply Don't Worry

The chainstore sales numbers have been hard to read over the past year.

Ian Shepherdson (Chief Economist and Founder)17th Jun 2019 19:20U.S.

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