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.

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30 Apr 2021 The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

The Biden Agenda is Startlingly Ambitious, Achievability is Unclear

Ian Shepherdson (Chief Economist and Founder)30th Apr 2021 00:20U.S.

21 Apr 2021 A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet

A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet

Ian Shepherdson (Chief Economist and Founder)21st Apr 2021 00:20U.S.

1 Apr 2021 ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead

Ian Shepherdson (Chief Economist and Founder)1st Apr 2021 00:20U.S.

30 Mar 2021 B117 is Driving up New Covid Cases, but the Recovery is not Cancelled

B117 is Driving up New Covid Cases, but the Recovery is not Cancelle

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

25 Mar 2021 Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising

Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising

Ian Shepherdson (Chief Economist and Founder)25th Mar 2021 00:20U.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.

12 Jan 2021 Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation

Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation

Ian Shepherdson (Chief Economist and Founder)12th Jan 2021 00:20U.S.

7 Jan 2021 The Biden Administration is Still Constrained, Despite Georgia Wins

Everything has changed in Washington after the Democrats won the Georgia Senate runoff elections, except the need to find 60 votes for fiscal measures which can't be passed...

Ian Shepherdson (Chief Economist and Founder)7th Jan 2021 00:20U.S.

22 Dec 2020 The Revival of the PPP is the Best Part of the New Covid Relief Bill

The biggest single component of the new Covid relief bill is the re-funding of the Paycheck Protection Program, with a total of $284B

Ian Shepherdson (Chief Economist and Founder)22nd Dec 2020 00:20U.S.

25 Nov 2020 Yellen will be an Excellent Treasury Secretary, but the Role is Limited

The impending appointment of ex-Fed Chair Yellen as Treasury Secretary is to be welcomed--a safer pair of hands is hard to imagine--but it does not change our view that...

Ian Shepherdson (Chief Economist and Founder)25th Nov 2020 00:20U.S.

28 Sept 2020 36 Days to Go, Who will Win, and What will they Do?

First, apologies for a much more dense report than usual; there's a lot of ground to cover here. The most likely outcome of the November 3 election right now is a Democrat...

Ian Shepherdson (Chief Economist and Founder)28th Sep 2020 00:20U.S.

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