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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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Some of the near-real-time data are flattening; don't worry, it had to happen, and some will re-accelerate. The recovery is still on track, though we'll be much happier once...
The payroll survey was conducted last week; anyone who did any paid work in the pay period--that is, the week, two weeks, or month--which included Monday, July 12, counts as...
The strong June retail sales numbers don't prove anything, but they are consistent with the idea that people have sufficient resources, and sufficient inclination, to...
We're expecting the third straight outsized jump in the core CPI when the June report is released today.
The June auto sales numbers attracted very little attention last week, as the data came sandwiched between the ISM manufacturing survey and the payroll report.
We're pleased that a net 850K people moved into payroll employment in June. But most of the improvement from the 583K headline increase in May was in the state and local...
Our June payroll forecast is 1,050K, based largely on the Homebase small business employment data, which were dead right in May and pretty close in April.
We're not sure what to make of the 692K increase in the ADP measure of private payrolls, reported yesterday.
We see substantial upside risk to the June ADP employment reading today, but we think the data will overstate the official private payroll number, for a third straight month.
The 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%
The early signs are that the June payroll numbers will be materially stronger than May's.
The FOMC statement yesterday changed only trivially from April, just noting that the Covid picture is improving, easing the pressure on the economy, and that inflation is no...
Since the late April FOMC meeting, policymakers have seen two huge core CPI prints, alongside copious evidence that surging labor demand has collided with constrained supply,...
We have no doubt that the trend in initial jobless claims will continue to fall over the summer, probably returning to cyclically normal levels in the mid-200K range or even lower.
The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
Markets and the Fed will React Differently if May Payrolls Rebound
Expect Better, but not Great, Payrolls in May, Supply is Still Constrained
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