Pantheon Macroeconomics
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Below is a list of our Publications for the last 5 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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Pointing to a slowdown in underlying GDP growth in Q1.
Underlying growth still solid in Q4, but likely to wane.
Permits still lower than in early 2025; a further drop beckons.
Above trend due to mild weather and a blip in healthcare jobs.
Low claims largely due to lower-than-usual post-holiday layoffs.
In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.
Muted rebound in core goods prices suggests tariff pass-through is slowing.
Still weak enough to sustain the pressure for more Fed easing.
In one line: Still weak enough to sustain the pressure for more Fed easing.
Lackluster, but not alarming enough for a January easing.
In one line: Lackluster, but not alarming enough for a January easing.
Soft September sets for stage for more consumer weakness in Q4.
Core PCE inflation set to undershoot the FOMC’s forecast in Q4.
Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
Drops in the openings-to-unemployment ratio and quits signals slower wage growth ahead.
Turnaround in consumers’ spending built on shaky foundations.

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