Pantheon Macroeconomics
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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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Behind the headline, the trend in job growth is slowing, with more softening to come.
Too soon to conclude that downward trend is in place.
Sharp drop in claims probably is noise; the ADP is deeply unreliable.
Layoffs still very depressed, but people are finding it harder to secure new jobs.
People really like a rising stock market and falling gas prices
Sharp decline in inflation expectations is welcome news for the Fed.
Core inflation is falling; spending is softening.
Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.
Layoffs hit 12-week high, but remain below cycle peaks, for now
Nudging back up, but no sustained increase visible on the near horizon
Unit labor costs consistent with the inflation target, if sustained
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