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.

orders

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.

US Datanote: U.S. Durable Goods Orders, March 2021

In one line: Headline hit by Boeing; core constrained by early Easter? Trends solid.

Ian Shepherdson (Chief Economist and Founder)26th Apr 2021 14:27U.S.

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

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

Ian Shepherdson (Chief Economist and Founder)25th Mar 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.

24 Dec 2020 Look Behind the Headlines for the Real Stories in the Latest Data

This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.

Ian Shepherdson (Chief Economist and Founder)24th Dec 2020 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.

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.

30 Nov 2020 The Services Sector is Weakening, can Spending on Goods Save Q4?

You've probably read several media stories by now reporting that retail spending over the Thanksgiving weekend was up, down, or unchanged from a year ago, based on credit card...

Ian Shepherdson (Chief Economist and Founder)30th Nov 2020 00:20U.S.

US Datanote: U.S. Initial Jobless Claims, Durable Goods Orders, and Advance Goods Trade 2020

In one line: The warning from jobless claims is very clear; the manufacturing rebound is being offset by weakness in services, thanks to Covid.

Ian Shepherdson (Chief Economist and Founder)25th Nov 2020 16:19U.S.

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