Pantheon Macroeconomics

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U.S. Publications

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prices

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)3rd Mar 2021 19:20U.S.

1 Mar 2021. Stocks don't Need to Keep Falling on the Back of Higher Yields

1 Mar 2021. Stocks don't Need to Keep Falling on the Back of Higher Yields

Ian Shepherdson (Chief Economist and Founder)28th Feb 2021 19:30U.S.

24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties

24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties

Ian Shepherdson (Chief Economist and Founder)23rd Feb 2021 19:20U.S.

22 Feb 2021 Higher Spending on Services After Covid won't hurt Spending on Goods

Higher Spending on Services After Covid won't hurt Spending on Goods

Ian Shepherdson (Chief Economist and Founder)21st Feb 2021 19:30U.S.

11 Feb 2021 Core Inflation won't Surge Until After Covid is Gone, but Watch Rents

Core Inflation won't Surge Until After Covid is Gone, but Watch Rents

Ian Shepherdson (Chief Economist and Founder)10th Feb 2021 19:20U.S.

12 Jan 2021 Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation

Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation

Ian Shepherdson (Chief Economist and Founder)11th Jan 2021 19:20U.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)7th Jan 2021 19:20U.S.

6 Jan 2021 ISM Prices Paid Lifted by Oil Prices, the Real Inflation Risk is Elsewhere

We are not unduly concerned by the jump in theISM manufacturing prices paid index in January, toits highest level since May 2018.

Ian Shepherdson (Chief Economist and Founder)5th Jan 2021 19:20U.S.

18 Dec 2020 A Post-Covid Jump in Inflation Might be "Transient", but it Might Not

Fed Chair Powell argued in his press conference Wednesday that any increase in inflation when the economy re-opens likely will be short-lived.

Ian Shepherdson (Chief Economist and Founder)17th Dec 2020 19:20U.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)14th Dec 2020 19:20U.S.

US Datanote: U.S. Producer prices, November 2020

In one line: Dip in margins constrains the core, but the trend is upwards.

Ian Shepherdson (Chief Economist and Founder)11th Dec 2020 11:03U.S.

US Datanote: U.S. Consumer Prices, November, Weekly jobless claims 2020

In one line: The broad-based core CPI increase is noteworthy; jobless boosted by unwinding of Thanksgiving seasonals.

Ian Shepherdson (Chief Economist and Founder)10th Dec 2020 11:40U.S.

9 Dec 2020 Will Mortgage Demand Surge Again Post-Covid?

Most of the time, we don't pay too much attention to the weekly mortgage applications numbers from the Mortgage Bankers Association, because the noise-to- signal ratio is too...

Ian Shepherdson (Chief Economist and Founder)8th Dec 2020 19:20U.S.

8 Dec 2020 Small Business Sentiment Set to Drop, but Details are More Important

Small business owners--at least, those who are members of the NFIB and respond to its monthly survey--were delighted by the election of President Trump in November 2016.

Ian Shepherdson (Chief Economist and Founder)7th Dec 2020 19:20U.S.

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