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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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.

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)U.S.

4 Mar 2021 ISM Services Prices Point to Inflation Beyond Mere Base Effects

The startling jump in the ISM services price index is the main story from the survey, released yesterday, not the modest and likely temporary dip in the headline index.

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

10 Nov 2020 The Post-Covid Era is no Longer Just a Dream, but it's Not Here Yet

Pfizer's announcement yesterday provided the answer to the--rhetorical--question we've been asking for months: Do you want to be short equities the day we learn...

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

5 Nov 2020 Less Fiscal Push, More Monetary Easing, Stocks Up, Yields, USD Down

As we reach our deadline at 4pm Eastern, definitive results are not yet available for Nevada, Georgia or Pennsylvania, any one of which would push Joe Biden over the 270 Electoral...

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

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