Pantheon Macroeconomics
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Below is a list of our U.S. 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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GDP still stronger than GDI; claims bottoming?
More Philly Fed noise; jobless claims unlikely to remain this low
Trend in claims is flattening; Philly Fed jump is likely noise.
Outright declines in core goods CPI likely to continue; we expect another decent core print in August.
Productivity back on track; can it stay there?
Philly Fed prices spike is wild; jobless claims likely distorted by seasonal problems
Strength all round, but none of it definitive
The rising trend likely is real, and signals slower job growth
Claims consistent with a weakening labor market, if the data are reliable
Huge jump in claims is in line with other indicators, but it's too soon to call a decisive break to the upside.
Falling core PPI inflation implies lower core PCE inflation too; claims heading higher
Grim productivity likely to be temporary; jobless claims have much further to rise
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