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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Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.
The rising trend has flattened off; expect a run of lower numbers this fall.
Clearer signs that services sector employment is rolling over.
Underlying claims have plateaued, and will probably slip back in the near term.
Weekly data are noisy; the underlying trend is still deteriorating.
Underlying claims rising only slowly for now, but expect a faster deterioration ahead.
Meagre growth in unit labor costs supports the case for policy easing.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
Probably depressed marginally by Juneteenth; the trend remains upwards.
Not definitive, but consistent with the idea that the trend is starting to rise.
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.
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