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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2 July 2025 US Monitor Labor demand is still weak, despite higher JOLTS openings

  • Rising JOLTS job openings are driven by hospitality firms rehiring to comply with employment laws...
  • ...Measurement problems also boosting the numbers; large downward revisions are now common.
  • Tariff revenues currently equal 10% of the value of imports, but the effective tariff rate likely is higher.
Samuel TombsUS

1 July 2025 US Monitor Expect soft June payrolls, and yet another set of downward revisions

  • The abundance of weak surveys points to a 100K first estimate for June payrolls.
  • Downward revisions to estimated payrolls in April and May also are likely.
  • Scraps of evidence suggest late responses from struggling small businesses explains the pattern.
Samuel TombsUS
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Keywords for: U.S. Documents

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