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.

surveys

16 July 2021 Are Supply-Chain Pressures Starting to Ease, at the Margin

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?

Ian Shepherdson (Chief Economist and Founder)U.S.

15 July 2021 No Blink from Chair Powell, Despite Another Surge in the CPI

Chair Powell made it clear yesterday that the Fed's leadership is sticking to its view that the reopening surge in inflation is due mostly to "base effects... and production...

Ian Shepherdson (Chief Economist and Founder)U.S.

1 July 2021 The Best Way to Read ADP Might be Just to Ignore it

We're not sure what to make of the 692K increase in the ADP measure of private payrolls, reported yesterday.

Ian Shepherdson (Chief Economist and Founder)U.S.

30 June 2021 Upside Risk for the June ADP, but it Likely will Overstate Official Payrolls

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. 

Ian Shepherdson (Chief Economist and Founder)U.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)U.S.

1 June 2021 The Fed won't Rush to Judgment on the Post-Covid Labor Market

Let's try to put ourselves into the shoes of the FOMC, as the economy builds momentum on the back of the reopening. It is now abundantly clear from hard data, shown in our first...

Ian Shepherdson (Chief Economist and Founder)U.S.

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