Pantheon Macroeconomics
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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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A further climb in goods inflation is still in the pipeline.
Auto shutdowns distort the picture; labor market likely still loosening.
Hard to trust given the rock-bottom response rate.
Low simply because auto plant shutdowns have been less prevalent than usual.
Plunging response rate raises big questions about reliability.
Supply-side disruptions giving way to weak demand.
More to the uptick in claims than residual seasonality.
Sentiment up from the April lows, but small businesses remain under pressure.
Little changed from previous weeks, but weak hiring indicators point to a deterioration soon.
Extremely low response rate and partisan divide raise questions over reliability.
Tariff shock puts small business under further pressure.
We doubt services inflation will reaccelerate sharply.
Headline index steady in April; but a lot of pain lies ahead.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,