Pantheon Macroeconomics

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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

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Weekly Monitor Ian Shepherdson (Chief Economist, Chairman and Founder) Gabriella Dickens Samuel Tombs

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