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.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
PAYROLL GROWTH IS SET TO SLOW SHARPLY…
Not definitive, but consistent with the idea that the trend is starting to rise.
One big jump is not a trend, but a rising trend is now due
Yet another sign growth in payrolls is slowing sharply.
Large fall is likely an Easter timing quirk; the trend still looks flat.
LABOR MARKET WARNING SIGNS ARE FLASHING RED…
Too volatile to make us fear a renewed downturn in manufacturing.
Goods disinflation continues; margins and other services still sticky.
Some downside growth risks recognized, but attention still mostly on inflation
Core prices back on track; real after-tax income growth slowing sharply
Consistent with still-subdued business investment.
THE LABOR MARKET IS ABOUT TO SLOW, SHARPLY…
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