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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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.
Tranquil labor market conditions unlikely to last much longer.
Generous seasonals still depressing claims, but an uptrend is coming.
Core prices back on track; real after-tax income growth slowing sharply
Manufacturers are past the worst, but claims will rise this spring.
One spike in the core deflator after three very small increases does not change the trend.
Claims unlikely to remain so low
Core inflation falling steadily across all three components.
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.
Sequentual core inflation is now almost at target pace.
Layoffs still very depressed, but people are finding it harder to secure new jobs.
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