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

Please use the filters on the right to search for a specific date or topic.

new home sales

24 June 2021 No End in Sight to the Surge in Orders for Capital Goods

A solid increase in aircraft orders and a rebound in the auto component likely will flatter the headline May durable goods orders number today--we look for a 3.0% increase, close...

Ian Shepherdson (Chief Economist and Founder)24th Jun 2021 00:20U.S.

US Datanote: U.S. New Home Sales, May 2021

In one line: An accident waiting to happen

Ian Shepherdson (Chief Economist and Founder)23rd Jun 2021 16:39U.S.

23 June 2021 Producer Restraint has Allowed Oil Prices to Surge, it Likely won't Last

Question: What's the fastest known mechanism for getting oil out of the ground? 

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

US Datanote: U.S. Existing Home Sales, May 2021

In one line: Further to fall. Boom? That was yesterday.

Ian Shepherdson (Chief Economist and Founder)22nd Jun 2021 15:43U.S.

22 June 2021 Delta is Taking Over, Low Vaccination States are Vulnerable

The Covid picture nationally continues to improve, with the seven-day average number of cases now at just 11.1K, down 24% from a week ago and 62% from a month ago. 

Ian Shepherdson (Chief Economist and Founder)22nd Jun 2021 00:30U.S.

18 June 2021 Mortgage Demand Appears to have Hit Bottom, Modest Recovery in H2

With half the June data now available, we're more confident now in calling the bottom for mortgage applications.

Ian Shepherdson (Chief Economist and Founder)18th Jun 2021 00:20U.S.

16 June 2021 Is the Fed Ready to Creep Towards a Conversation About Tapering

Since the late April FOMC meeting, policymakers have seen two huge core CPI prints, alongside copious evidence that surging labor demand has collided with constrained supply,...

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

US Datanote: U.S. Retail Sales, May 2021; Empire State Survey, June 2021

In one line: Sales dip is a further reaction to the end of the stimulus boost; expect the rising trend to resume in June.

Ian Shepherdson (Chief Economist and Founder)15th Jun 2021 16:48U.S.

10 June 2021 Don't Worry if Claims Print Higher Today, the Trend is Falling

We have no doubt that the trend in initial jobless claims will continue to fall over the summer, probably returning to cyclically normal levels in the mid-200K range or even lower.

Ian Shepherdson (Chief Economist and Founder)10th Jun 2021 00:20U.S.

4 June 2021 ADP Likely Overstates May Payrolls, Homebase Data are Softer, Again

We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.

Ian Shepherdson (Chief Economist and Founder)4th Jun 2021 00:20U.S.

3 June 2021 May ADP Payrolls Likely Constrained by the April Softness in Official Data

ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.

Ian Shepherdson (Chief Economist and Founder)3rd Jun 2021 00:20U.S.

2 June 2021 Will Auto Sales Jump as Businesses Buy Again and Chip Shortages Ease

After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply, 

Ian Shepherdson (Chief Economist and Founder)2nd Jun 2021 00:20U.S.

26 May 2021 Markets and the Fed will React Differently if May Payrolls Rebound

Markets and the Fed will React Differently if May Payrolls Rebound

Ian Shepherdson (Chief Economist and Founder)26th May 2021 00:20U.S.

25 May 2021 Surging Restaurant Demand is Set to Lift May and June Retail Sales

Surging Restaurant Demand is Set to Lift May and June Retail Sales

Ian Shepherdson (Chief Economist and Founder)25th May 2021 00:30U.S.

24 May 2021 Real Shifts in Inflation Expectations Matter for Wages (Probably)

Real Shifts in Inflation Expectations Matter for Wages (Probably)

Ian Shepherdson (Chief Economist and Founder)24th May 2021 00:30U.S.

21 May 2021 Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Ian Shepherdson (Chief Economist and Founder)21st May 2021 00:30U.S.

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