Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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

Please use the filters on the right to search for a specific date or topic.

Daily Monitor

19 November 2025 US Monitor September labor market data to reinforce the case for FOMC easing

  • We expect a 50K increase in September payrolls and a 75K rise in private jobs, lifted by residual seasonality.
  • The unemployment rate usually drops in September, but surveys point to a deteriorating trend.
  • Growth in average hourly earnings likely was limited by a calendar quirk, but the trend is slowing too. 
Samuel TombsUS

18 November 2025 US Monitor How much is AI contributing to the labor market slowdown?

  • AI has had a net positive impact on the labor market this year; job losses in tech have been small...
  • ...While surging stock prices for AI firms have boosted households’ spending and, therefore, employment.
  • Layoffs, however, likely will step up next year as AI adoption becomes more widespread.
Samuel TombsUS
  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: U.S. Documents

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