Pantheon Macroeconomics

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U.S. Publications

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, or contact your account rep

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15 Nov 2022 US Monitor Have PPI Margins Started to Turn Down? They have a Long Way to Go.

  • The explosion in margins during the pandemic explains most of the overshoot in core inflation.
  • Supply-chain and inventory data point to rapid margin re-compression, starting anytime now.
  • The headline Empire State index likely nudged up a bit this month, but watch for falling capex plans.

Ian Shepherdson (Chief Economist and Founder)U.S.

1 Nov 2022 US Monitor JOLTS Already Signals Slower Job Gains; Brace for a Further Decline

  • The plunge in job openings was the biggest surprise in the August data; what happened in September?
  • The ISM manufacturing index likely fell again in October, but it remains well above recession levels.
  • Auto sales appear to have rebounded very strongly in October as supply continued to improve.

Ian Shepherdson (Chief Economist and Founder)U.S.

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Keywords for: U.S. Documents

U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence