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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No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
Challenger data point to a big rise in claims this spring.
Trend still low for now; leading indicators paint a mixed picture.
Continuing claims consistent with flat unemployment in January.
Claims are noisy at the turn of the year; forward-looking indicators point to a renewed rise ahead.
Shipments point to unchanged equipment investment in Q4.
Expect further mild core PCE increases in the near term.
Pointing to a 0.2% core PCE print; the FOMC can ease again with a clear conscience.
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