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 Ian Shepherdson (Chief Economist, Chairman and Founder) Miguel Chanco (Chief EM Asia Economist) Freya Beamish (Chief Asia Economist)

18 March 2024 US Monitor The wall between the Fed and the private sector is gone; rates now hurt

  • The shrinking stock of excess savings has exposed most households and small firms to the Fed’s hikes…
  • Recent evidence of slowing growth is not yet definitive, but it has our attention.
  • Nothing would shift market expectations of faster easing than a clear softening in payrolls; is it coming?

Ian Shepherdson (Chief Economist, Chairman and Founder)US

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