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Pantheon Macroeconomics
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Below is a list of our 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.
Please use the filters on the right to search for a specific date or topic.
Inflation pressures reassuringly absent, given the surge in shipping costs.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
Not definitive, but consistent with the idea that the trend is starting to rise.
One big jump is not a trend, but a rising trend is now due
Yet another sign growth in payrolls is slowing sharply.
Large fall is likely an Easter timing quirk; the trend still looks flat.
Too volatile to make us fear a renewed downturn in manufacturing.
Goods disinflation continues; margins and other services still sticky.
Some downside growth risks recognized, but attention still mostly on inflation
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