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.

personal income

US Datanote: ISM Services Survey, April 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)5th May 2021 17:00U.S.

US Datanote: U.S. ADP Employment, April 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)5th May 2021 16:59U.S.

US Datanote: U.S. Personal Income and Spending, March/Employment costs, Q1 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)30th Apr 2021 14:52U.S.

30 Apr 2021 The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

Ian Shepherdson (Chief Economist and Founder)30th Apr 2021 00:20U.S.

US Datanote: U.S. Personal Income and Spending/Advance Goods Trade, February 2021

U.S. Personal Income and Spending, Advance Goods Trade, February 2021

Ian Shepherdson (Chief Economist and Founder)26th Mar 2021 16:17U.S.

11 Mar 2021 The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly

The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly

Ian Shepherdson (Chief Economist and Founder)11th Mar 2021 00:20U.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.

US Datanote: U.S. Personal Income and Spending, December and Employment costs index, Q4 2020

U.S. Personal Income and Spending, December, Employment costs index, Q4 2020

Ian Shepherdson (Chief Economist and Founder)29th Jan 2021 16:08U.S.

7 Jan 2021 The Biden Administration is Still Constrained, Despite Georgia Wins

Everything has changed in Washington after the Democrats won the Georgia Senate runoff elections, except the need to find 60 votes for fiscal measures which can't be passed...

Ian Shepherdson (Chief Economist and Founder)7th 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.

US Datanote: U.S. Personal Income and Spending, September and Employment Costs, Q3 2020

In one line: Households in aggregate are cash rich, but spending is Covid-constrained.

Ian Shepherdson (Chief Economist and Founder)30th Oct 2020 15:00U.S.

30 Oct 2020 What's Happening to Wages?

Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.

Ian Shepherdson (Chief Economist and Founder)30th Oct 2020 00:10U.S.

28 Oct 2020 What's Really Happening to Home Prices--and What's Coming Next

The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...

Ian Shepherdson (Chief Economist and Founder)28th Oct 2020 00:10U.S.

27 Oct 2020 Capex Orders and Shipments Still Rising, but Momentum is Easing

We're expecting to learn today that shipments of core capital goods jumped at a 33% annualized rate in the third quarter, a record increase, and more than reversing the 19.7%...

Ian Shepherdson (Chief Economist and Founder)27th Oct 2020 00:10U.S.

26 Oct 2020 The Manufacturing Recovery Can Continue as Goods Spending Rises

Back in the olden days, we argued that shifts in the global manufacturing cycle often originated in China, and then fed into the U.S. and European data with a lag of one-to-three...

Ian Shepherdson (Chief Economist and Founder)26th Oct 2020 00:10U.S.

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