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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The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
Probably depressed marginally by Juneteenth; the trend remains upwards.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
June core PCE likely rose just 0.15%; the Fed can prepare the ground for a September rate cut.
Not definitive, but consistent with the idea that the trend is starting to rise.
One big jump is not a trend, but a rising trend is now due
An uptrend in initial claims is probably still in the pipeline.
Rounding off another weak quarter for equipment investment.
Residential investment bounced in Q1.
Tranquil labor market conditions unlikely to last much longer.
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