Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

survey

21 June 2021 What are the Chances of a 1M Payroll Print for June

The early signs are that the June payroll numbers will be materially stronger than May's.

Ian Shepherdson (Chief Economist and Founder)21st Jun 2021 00:30U.S.

18 June 2021 Mortgage Demand Appears to have Hit Bottom, Modest Recovery in H2

With half the June data now available, we're more confident now in calling the bottom for mortgage applications.

Ian Shepherdson (Chief Economist and Founder)18th Jun 2021 00:20U.S.

US Datanote: U.S. Jobless Claims 6 17 21; Philadelphia Fed Survey, June 2021

In one line: Odd claims numbers don't change the trend; manufacturing still strong.

Ian Shepherdson (Chief Economist and Founder)17th Jun 2021 15:57U.S.

17 June 2021 The Tapering Conversation has Begun, but don't Mention Rates

The FOMC statement yesterday changed only trivially from April, just noting that the Covid picture is improving, easing the pressure on the economy, and that inflation is no...

Ian Shepherdson (Chief Economist and Founder)17th Jun 2021 00:20U.S.

US Datanote: U.S. Retail Sales, May 2021; Empire State Survey, June 2021

In one line: Sales dip is a further reaction to the end of the stimulus boost; expect the rising trend to resume in June.

Ian Shepherdson (Chief Economist and Founder)15th Jun 2021 16:48U.S.

US Datanote: U.S. NFIB Survey, May 2021

In one line: Disappointing headline hit by tax fears; hides astonishingly strong labor market numbers.

Ian Shepherdson (Chief Economist and Founder)8th Jun 2021 12:25U.S.

8 June 2021 Fundamentals, not Surveys, will Drive the Fed, but the Surveys are Startling

In 2015, key labor market indicators from the NFIB small business survey returned to levels last seen at the peak of the cycle in 2007, and unemployment hit the Fed's...

Ian Shepherdson (Chief Economist and Founder)8th Jun 2021 00:30U.S.

7 June 2021 May Payrolls Constrained Again by Supply; Wages Accelerating, for now

The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.

Ian Shepherdson (Chief Economist and Founder)7th Jun 2021 00:30U.S.

4 June 2021 ADP Likely Overstates May Payrolls, Homebase Data are Softer, Again

We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.

Ian Shepherdson (Chief Economist and Founder)4th Jun 2021 00:20U.S.

US Datanote: ISM Services Survey, May 2021

In one line: Strong demand, tight supply, prices rising.

Ian Shepherdson (Chief Economist and Founder)3rd Jun 2021 16:03U.S.

3 June 2021 May ADP Payrolls Likely Constrained by the April Softness in Official Data

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.

Ian Shepherdson (Chief Economist and Founder)3rd Jun 2021 00:20U.S.

2 June 2021 Will Auto Sales Jump as Businesses Buy Again and Chip Shortages Ease

After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply, 

Ian Shepherdson (Chief Economist and Founder)2nd Jun 2021 00:20U.S.

21 May 2021 Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Expect Better, but not Great, Payrolls in May, Supply is Still Constrained

Ian Shepherdson (Chief Economist and Founder)21st May 2021 00:30U.S.

US Datanote: University of Michigan Consumer Sentiment Survey, May preliminary 2021

University of Michigan Consumer Sentiment Survey, May preliminary 2021

Ian Shepherdson (Chief Economist and Founder)14th May 2021 16:22U.S.

14 May 2021 Noise Likely to Outweight the Signal in April's Retail Sales and IP Data

Noise Likely to Outweight the Signal in April's Retail Sales and IP Data

Ian Shepherdson (Chief Economist and Founder)14th May 2021 00:20U.S.

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: U.S. Documents

U.S. Document Vault,