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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A snapshot of a prior age, before the shift in federal government policies undermined confidence.
Positive near-term revisions offset the subpar January print; a March easing is off the table.
Poor track record suggests ADP’s resilient picture should be disregarded.
Homebuilders seem too optimistic about the outlook.
No reason to change payroll forecasts, given ADP's poor record
Sentiment improving, but mortgage rates remain too high for demand to recover materially.
Low response rate suggests jump in payrolls very likely to be revised away.
Indicators with a better track record paint a much weaker picture.
Lower rates put a floor under new home sales.
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