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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Core inflation is falling; spending is softening.
Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.
Layoffs hit 12-week high, but remain below cycle peaks, for now
Nudging back up, but no sustained increase visible on the near horizon
Unit labor costs consistent with the inflation target, if sustained
Core orders nudging up; jobless claims likely will rise further through year-end.
The tepid recovery in manufacturing continues; jobless claims still trending lower.
Likely to rise over the next few weeks, lagging layoff announcements
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
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