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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total spending

19 July 2021 Faster Job Gains will Support Strong Consumption in H2; Margins to Rise?

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...

Ian Shepherdson (Chief Economist and Founder)19th Jul 2021 00:20U.S.

29 June 2021 Is Benefit Curtailment Pushing People Back to Work

Emerging evidence from the Homebase employment data suggests that the ending of federally-financed enhanced unemployment benefits in many states has not clearly pushed people back...

Ian Shepherdson (Chief Economist and Founder)29th Jun 2021 00:30U.S.

US Datanote: U.S. Personal Income and Spending, May 2021

In one line: Core PCE inflation likely has peaked; look for 10%+ real consumption in Q2.

Ian Shepherdson (Chief Economist and Founder)25th Jun 2021 14:47U.S.

24 June 2021 No End in Sight to the Surge in Orders for Capital Goods

A solid increase in aircraft orders and a rebound in the auto component likely will flatter the headline May durable goods orders number today--we look for a 3.0% increase, close...

Ian Shepherdson (Chief Economist and Founder)24th Jun 2021 00:20U.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.

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.

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.

US Datanote: ISM Services Survey, April 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)5th May 2021 17:00U.S.

US Datanote: U.S. ADP Employment, April 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)5th May 2021 16:59U.S.

US Datanote: U.S. Personal Income and Spending, March/Employment costs, Q1 2021

U.S. Personal Income and Spending, March 2021, Employment costs, Q1 2021

Ian Shepherdson (Chief Economist and Founder)30th Apr 2021 14:52U.S.

19 Apr 2021 The Council of Economic Advisors Might be Right About Inflation, or...

The Council of Economic Advisors Might be Right About Inflation, or...

Ian Shepherdson (Chief Economist and Founder)19th Apr 2021 00:30U.S.

15 Apr 2021 Upside Risk for March Retail Sales as Stimulus Money Flows into Stores

Upside Risk for March Retail Sales as Stimulus Money Flows into Stores

Ian Shepherdson (Chief Economist and Founder)15th Apr 2021 00:20U.S.

US Datanote: U.S. Personal Income and Spending/Advance Goods Trade, February 2021

U.S. Personal Income and Spending, Advance Goods Trade, February 2021

Ian Shepherdson (Chief Economist and Founder)26th Mar 2021 16:17U.S.

19 Feb 2021 Higher-Income People's Spending is Limited by Opportunity, not Cashflow

Higher-Income People's Spending is Limited by Opportunity, not Cashflow

Ian Shepherdson (Chief Economist and Founder)19th Feb 2021 00:20U.S.

US Datanote: U.S. Personal Income and Spending, December and Employment costs index, Q4 2020

U.S. Personal Income and Spending, December, Employment costs index, Q4 2020

Ian Shepherdson (Chief Economist and Founder)29th Jan 2021 16:08U.S.

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