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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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We doubt services inflation will reaccelerate sharply.
Headline index steady in April; but a lot of pain lies ahead.
No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
No real sign yet of tariff-linked layoffs.
A slump in manufacturing activity and surge in goods inflation lies ahead.
Confidence crumbling even before "Liberation Day".
Challenger data point to a big rise in claims this spring.
Manufacturing recovery already showing signs of fading.
DOGE layoffs not a big issue for claims just yet.
Encouraging, but far from definitive.
Post-Trump euphoria already starting to fade.
Tariffs worries continue to weigh on confidence.
Trend still low for now; leading indicators paint a mixed picture.
Underlying services inflation still likely to decline.
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