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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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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.
Challenger data point to a big rise in claims this spring.
DOGE layoffs not a big issue for claims just yet.
Encouraging, but far from definitive.
Trend still low for now; leading indicators paint a mixed picture.
Continuing claims consistent with flat unemployment in January.
Claims are noisy at the turn of the year; forward-looking indicators point to a renewed rise ahead.
Some signs of pre-tariff inventory accumulation, but few firms are raising prices.
Post-Thanksgiving volatility probably drove the jump in initial claims.
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