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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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Another outsized increase in the ECI measure of wages would be awkward... ...But the Fed will argue that increased labor supply in the fall will prevent inflationary wage...
For most of the decade before the pandemic, core CPI inflation ran a few tenths higher than core PCE inflation, mostly because rents, which are twice as important in the core CPI,...
The strong June retail sales numbers don't prove anything, but they are consistent with the idea that people have sufficient resources, and sufficient inclination, to...
In one line: Robust, except the housing-sensitive components.
What should we make of the news that manufacturing production fell outright in June--just--but that the Empire State manufacturing index has rocketed to a record high?
Fed Chair Powell will doubtless be quizzed in some detail today about the implications of yesterday's startling CPI numbers for June.
We see substantial upside risk to the June ADP employment reading today, but we think the data will overstate the official private payroll number, for a third straight month.
The Covid picture nationally continues to improve, with the seven-day average number of cases now at just 11.1K, down 24% from a week ago and 62% from a month ago.
Since the late April FOMC meeting, policymakers have seen two huge core CPI prints, alongside copious evidence that surging labor demand has collided with constrained supply,...
In one line: Sales dip is a further reaction to the end of the stimulus boost; expect the rising trend to resume in June.
We have to talk about Covid again, unfortunately. The downward trend in U.S. cases appears to be over, for now, following a 94% drop from the January peak.
First, an apology for breaking our two-page rule; we have a lot of ground to cover today. So, to business. Tapering is going to happen over the next few months; the only...
Most of the action in the May CPI was in the Covid- sensitive components, again.
The May CPI is released tomorrow, but interest in the numbers is so high that we want to set out our forecast today, ahead of the rush.
ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.
Surging Restaurant Demand is Set to Lift May and June Retail Sales
Housing Construction is Falling Because Demand has Dropped
Inflation Expectations Should Fall in H2 as Food, Energy Pressure Fades
Noise Likely to Outweight the Signal in April's Retail Sales and IP Data
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