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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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Tranquil labor market conditions unlikely to last much longer.
Generous seasonals still depressing claims, but an uptrend is coming.
Manufacturers are past the worst, but claims will rise this spring.
Disappointing enough to make a first easing in May much less likely
Claims unlikely to remain so low
Core inflation falling steadily across all three components.
Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Likely weather-depressed; trend uncertain but very low
UAW strike impact fully reversed in December; manufacturing output ex-autos is still falling outright.
Wait for the core PCE before rushing to inflation judgment
Stock market-driven upturn in sentiment hides soft activity numbers
Behind the headline, the trend in job growth is slowing, with more softening to come.
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