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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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Generous seasonals still depressing claims, but an uptrend is coming.
Manufacturers are past the worst, but claims will rise this spring.
Claims unlikely to remain so low
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
Wait for the core PCE before rushing to inflation judgment
Sharp drop in claims probably is noise; the ADP is deeply unreliable.
Layoffs still very depressed, but people are finding it harder to secure new jobs.
Core inflation is falling; spending is softening.
Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.
Layoffs hit 12-week high, but remain below cycle peaks, for now
Nudging back up, but no sustained increase visible on the near horizon
Unit labor costs consistent with the inflation target, if sustained
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