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.

rent

10 Mar 2021 Upside Risk for the February Core CPI, are Rents Starting to Rebound

Upside Risk for the February Core CPI, are Rents Starting to Rebound

Ian Shepherdson (Chief Economist and Founder)10th Mar 2021 00:20U.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)11th Feb 2021 00:20U.S.

11 Dec 2020 The Core CPI Rebounded in November Despite Flat Rents

Both the jobless claims and CPI numbers released yesterday behaved as we expected at the headline level, but some of the CPI details were surprising and, perhaps, ominous.

Ian Shepherdson (Chief Economist and Founder)11th Dec 2020 00:20U.S.

10 Dec 2020 Upside Risk for Jobless Claims, Last Week's Drop was Seasonal Noise

Most of the pre-release focus in markets this morning will be on the November CPI, but we see potential for more excitement over the weekly initial jobless claims numbers, where...

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

16 Nov 2020 Expect Rolling Restrictions and Lockdowns, Covid is Out of Control

The story of the next few weeks will be a gradual and uneven--but unambiguous--tightening of anti-Covid restrictions across the country.

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

13 Nov 2020 Banks Threatened to Turn the Screws on Borrowers, but Haven't

The Fed's Senior Loan Officer Surveys in April and July were deeply alarming, signaling that banks were aggressively tightening lending standards for firms of all sizes.

Ian Shepherdson (Chief Economist and Founder)13th Nov 2020 00:20U.S.

12 Nov 2020 The 2021 Inflation Outlook is Very Uncertain

We remain resolutely open-minded about the medium-term inflation outlook, on the straightforward grounds that the post-Covid economy will bear little resemblance to any previous...

Ian Shepherdson (Chief Economist and Founder)12th Nov 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.

14 Oct 2020 CPI Cross-Currents are Hard to Read, but Rent Slowdown is Key

The overarching theme in the September CPI numbers is that there is no overarching theme.

Ian Shepherdson (Chief Economist and Founder)14th Oct 2020 00:20U.S.

13 Oct 2020 Stimulus Foundering on the Strong Objections of Some GOP Senators

As we reach our deadline Monday afternoon, the Columbus Day long weekend has brought no progress on the fiscal front.

Ian Shepherdson (Chief Economist and Founder)13th Oct 2020 00:20U.S.

9 Oct 2020 Healthcare Services are Emerging as an Inflation Threat

Our comments on the inflation outlook over the last few months have focused mostly on the risk of continued mean-reversion in some of the components crushed by Covid, and the...

Ian Shepherdson (Chief Economist and Founder)9th Oct 2020 00:20U.S.

14 Sept 2020 Core Inflation will Rise Further, Core PCE to hit the Target by Year-End?

The 0.4% August core CPI print was close to our expectations, and it likely will look much the same in September and October, driven by the same forces.

Ian Shepherdson (Chief Economist and Founder)14th Sep 2020 00:20U.S.

11 Sept 2020 Upside Risk for the August CPI, Used Car Prices are the Key Threat

In the wake of the surprise 0.6% July surge in the core CPI, the biggest increase since January 1991--most forecasters look for mean reversion to 0.2% in today's August...

Ian Shepherdson (Chief Economist and Founder)11th Sep 2020 00:20U.S.

9 Sept 2020 Rebounding Home Prices Likely will Push CPI Rent Inflation Back up

The remarkable surge in both new and existing home sales in recent months already has pushed inventory down and prices up.

Ian Shepherdson (Chief Economist and Founder)9th Sep 2020 00:20U.S.

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