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
Please use the filters on the right to search for a specific date or topic.
Healthcare driving payroll growth again; ongoing support will offset some tariff damage.
A snapshot of a prior age, before the shift in federal government policies undermined confidence.
Still set for decent spending growth in Q1 overall, but a slowdown looms further ahead.
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.
Poor track record suggests ADP’s resilient picture should be disregarded.
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.
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