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
Please use the filters on the right to search for a specific date or topic.
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.
Likely weather-depressed; trend uncertain but very low
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.
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
Core inflation is falling; spending is softening.
Layoffs hit 12-week high, but remain below cycle peaks, for now
Nudging back up, but no sustained increase visible on the near horizon
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