Pantheon Macroeconomics

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US Publications

Below is a list of our US 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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Weekly Monitor Freya Beamish (Chief Asia Economist) Samuel Tombs

23 September 2024 US Monitor The Fed will abandon plans for a modest, slow easing cycle

  • The modest easing planned by the FOMC will be too little, too late, to stabilize the unemployment rate.
  • Reductions in the funds rate will lower private sector net interest payments less decisively than in the past.
  • Expect a federal funding extension bill to be passed just in time, but bigger squabbles loom next year.

Samuel TombsUS

16 September 2024 US Monitor Households' balance sheets: Strong at first glance, fragile on closer look

  • Households have spent all their “excess” savings; liquid assets returned to their long-run trend in Q2.
  • Bank deposits are more unevenly distributed than in the 2010s; rising unemployment will lift saving.
  • Fed easing will be less stimulative than usual, due to mortgage refinancing during the pandemic.

Samuel TombsUS

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U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,