Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Daily Monitor Global Datanotes Samuel Tombs

2 October 2025 US Monitor Government shutdown makes Fed easing in October more likely

  • The government shutdown will hold up key data releases and likely will drag on economic growth. 
  • Another 25bp easing from the Fed at its next meeting seems like prudent risk-management. 
  • The effective tariff rate has now crept up to just 12%, and a further climb is likely in the next few months.
Samuel TombsUS

1 October 2025 US Monitor JOLTS & Conference Board data point to further labor market weakness", although that might yet change

  • JOLTS openings ticked up slightly in August, but the underlying trend in labor demand still looks weak.
  • Conference Board’s labor market numbers point to stagnant payrolls and higher unemployment. 
  • The shifting balance in the labor market points to weaker underlying wage growth ahead. 
Samuel TombsUS
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