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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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Trade and inventories data leave a negative Q1 GDP print looking far more likely.
No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
No real sign yet of tariff-linked layoffs.
Pre-tariff jump in manufacturing output likely to reverse sharply.
Confidence crumbling even before "Liberation Day".
Healthcare driving payroll growth again; ongoing support will offset some tariff damage.
Challenger data point to a big rise in claims this spring.
DOGE layoffs not a big issue for claims just yet.
Trend still low for now; leading indicators paint a mixed picture.
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