US Publications
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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- We think total payrolls rose by about 225K in January, comprising 175K private and 50K government.
- Similar gains are likely through the end of Q1, but we expect a meaningful slowing in job gains in Q2.
- Don’t worry about the jump in ISM prices paid; it’s an unreliable guide to CPI core goods prices.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- The Fed wants to see confirmation of its base-case forecast that inflation is headed to target…
- …If the data before March are favorable, the first ratecut will come at that meeting, but no guarantees.
- The ISM manufacturing survey likely will show that the industrial economy is still in a hole.
Ian Shepherdson (Chief Economist, Chairman and Founder)US