Pantheon Macroeconomics
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Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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Auto shutdowns distort the picture; labor market likely still loosening.
Low simply because auto plant shutdowns have been less prevalent than usual.
More to the uptick in claims than residual seasonality.
Net trade and inventories on course for a big combined boost to headline GDP in Q2.
Little changed from previous weeks, but weak hiring indicators point to a deterioration soon.
Trade and inventories data leave a negative Q1 GDP print looking far more likely.
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
No real sign yet of tariff-linked layoffs.
Gold trade and pre-tariff stockpiling are distorting the numbers.
Challenger data point to a big rise in claims this spring.
Net trade set to drag heavily on growth amid a pre-tariff surge in imports.
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