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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rents

13 Apr 2021 Core CPI Set To Rebound as the Services Sector Comes Back to Life

Core CPI Set To Rebound as the Services Sector Comes Back to Life

Ian Shepherdson (Chief Economist and Founder)13th Apr 2021 00:30U.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.

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.

19 Nov 2020 More Evidence Signals a Slowing Housing Rebound, but no Relapse

It's tempting to think, in the wake of yesterday's strong October housing starts numbers and the dip in mortgage rates to record lows, that the market will continue to...

Ian Shepherdson (Chief Economist and Founder)19th Nov 2020 00:10U.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.

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