Pantheon Macroeconomics

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

5th May 2022 00:20U.S., Daily Monitor

Two more 50bp hikes expected by Mr. Powell, but once inflation is falling, back to 25bp moves…

…This will happen sooner than markets expect; by the July meeting, inflation will have dropped sharply.

First quarter productivity likely fell sharply, but these data are wild; we remain medium-term optimists.

capex capital goods capital spending credit domestic demand easter fed housing market June labor labor costs labor market May oil oil sector payroll productivity productivity growth rate hike real incomes u.s. unemployment unit labor costs us yields

This publication is only available to U.S. Economic Research (Monitor) subscribers

Related Publications

Are you taking full advantage of our daily publications?

Pantheon Macroeconomics produce daily publications for U.S., Eurozone, Latin America, UK and Asia, as well as analysis on key data within a few minutes of their release.

U.S. Economic Research
Eurozone Economic Research
Latin America Economic Research
UK Economic Research
Asia Economic Research

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subcribing to and click next.

United States


United Kingdom

China +

Emerging Asia

Latin America


Consistently Right
Access Key Enabled Navigation
Keywords for: Another 50bp Hike Likely in June, but then Bets are Off as Inflation Falls

capex, capital goods, capital spending, credit, domestic demand, easter, fed, housing market, June, labor, labor costs, labor market, May, oil, oil sector, payroll, productivity, productivity growth, rate hike, real incomes, u.s., unemployment, unit labor costs, us, yields, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence