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
Please use the filters on the right to search for a specific date or topic.
Global Daily Monitor Chartbook
- Homebase suggests modest downside risk to Octo- ber payrolls, but margins of error are wide.
- Unemployment is creeping higher as labor force growth surges, but the monthly data are wild cards.
- The ISM services index is holding up, but is trending sideways, and medium-term risk is to the downside.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- The Fed preserves optionality, but two rounds of softer jobs and CPI data should keep them on hold.
- Unit labor costs growth is slowing sharply, signalling low inflation once the Covid echoes fade.
- Unexpectedly weak ISM manufacturing signals a renewed slowdown and an inventory correction.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- The Fed will stick to its position today that policy optionality is still required; inflation not yet beaten.
- ISM manufacturing has likely stalled; the modest uptick in the sector has run into the spike in rates.
- Auto sales probably rose marginally in October, but the overall trend is about flat.
Ian Shepherdson (Chief Economist, Chairman and Founder)US