Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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

Please use the filters on the right to search for a specific date or topic.

Datanotes Emerging Asia Weekly Monitor Samuel Tombs

PM Datanote: US Employment, December 2025

Still weak enough to sustain the pressure for more Fed easing.

Samuel TombsUS

12 January 2026 US Monitor A March easing is more likely than markets think after jobs data

  • The trend in payrolls is unlikely to improve in Q1; catch-up growth in healthcare jobs is now over...
  • ...And December’s jump in leisure and hospitality payrolls looks set to unwind, just like a year ago.
  • The sharp rise in involuntary part-time working is a red flag, signaling that layoffs will pick up in Q1.
Samuel TombsUS

5 January 2026 US Monitor December labor market data to maintain pressure on FOMC to ease

  • We look for a modest 75K rise in payrolls and a small fall in the unemployment rate to 4.5% in December.
  • Retailers and hospitality firms hired cautiously; consumers continue to report worsening job availability.
  • The FOMC still looks likely to pause in January, but the case for easing again will be robust by March.
Samuel TombsUS
  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: U.S. Documents

U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,