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

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15 Apr 2021 Upside Risk for March Retail Sales as Stimulus Money Flows into Stores

Upside Risk for March Retail Sales as Stimulus Money Flows into Stores

Ian Shepherdson (Chief Economist and Founder)15th Apr 2021 00:20U.S.

31 Mar 2021 Upside Risk for March ADP Jobs as Small Firms' Hiring Accelerates

Upside Risk for March ADP Jobs as Small Firms' Hiring Accelerates

Ian Shepherdson (Chief Economist and Founder)31st Mar 2021 00:20U.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)12th 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.

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)8th 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.

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.

16 Oct 2020 Upside Risk for September Sales, but the Q4 Outlook is Deteriorating

All the key measures of retail sales have returned to the trends in place before the Covid pandemic, thanks to the enhanced unemployment benefits paid to people who lost their...

Ian Shepherdson (Chief Economist and Founder)16th Oct 2020 00:20U.S.

22 Sept 2020 Interest in the Housing Market is Peaking, but a Rout is Unlikely

We remain bullish on the near-term outlook for the housing market, but momentum in the mortgage applications numbers has faded a bit in recent weeks.

Ian Shepherdson (Chief Economist and Founder)22nd Sep 2020 00:20U.S.

15 Sept 2020 The Manufacturing Sector is Losing Steam, but Autos have Further to go

Momentum in the rebound in economic activity has faded over the past couple months, housing and auto sales aside.

Ian Shepherdson (Chief Economist and Founder)15th Sep 2020 00:20U.S.

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