Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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 info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

index

PM Datanote: U.S. Employment Costs Index, Q4

The slowdown in wage growth is real, and sharp

Kieran Clancy (U.S. Economist)U.S.

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.

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: U.S. Documents

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