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Pantheon Macroeconomics
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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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Headline index steady in April; but a lot of pain lies ahead.
Growth in services spending has slowed only modestly, but a sharper decline lies ahead.
No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
Healthcare driving payroll growth again; ongoing support will offset some tariff damage.
Clear signs of an underlying consumer slowdown.
A snapshot of a prior age, before the shift in federal government policies undermined confidence.
Challenger data point to a big rise in claims this spring.
Still set for decent spending growth in Q1 overall, but a slowdown looms further ahead.
Decision-making on hold until the federal policy outlook becomes clearer.
Disinflation still on track; consistent with 2.6% core PCE inflation, down 0.2pp from December.
Seasonals still failing to offset new year price rises; February data will reassure the FOMC.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,