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.
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
Manufacturers are past the worst, but claims will rise this spring.
The current trend in payrolls is steady, but a clear downturn is coming
Claims unlikely to remain so low
Head-scratching numbers kill March stone dead, and threaten May too
Likely weather-depressed; trend uncertain but very low
Wait for the core PCE before rushing to inflation judgment
Behind the headline, the trend in job growth is slowing, with more softening to come.
Layoffs still very depressed, but people are finding it harder to secure new jobs.
Core inflation is falling; spending is softening.
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