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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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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…
Manufacturers are past the worst, but claims will rise this spring.
Still consistent with resilient growth in consumption, for now
Disappointing enough to make a first easing in May much less likely
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