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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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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.
Positive near-term revisions offset the subpar January print; a March easing is off the table.
Trend still low for now; leading indicators paint a mixed picture.
Poor track record suggests ADP’s resilient picture should be disregarded.
Labor demand still deteriorating, amid tight monetary policy and elevated uncertainty.
Continuing claims consistent with flat unemployment in January.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,