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 info@pantheonmacro.com, or contact your account rep

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wage gains

19 Dec 2022 US Monitor The Fed Can Still Thread the Needle, but the Risk of Failure is High

  • Our base case remains that inflation will be van- quished without a recession...
  • ...But the Fed’s determination to take zero inflation risk makes the balancing act much more difficult.
  • Core inflation is now falling, but the Fed wants wage growth to moderate; leading indicators are favorable.

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

30 Nov 2022 US Monitor ADP is not Reliable; We're Sticking to our 250K Payroll Forecast

 ADP’s employment measure is unreliable; we will be sticking to our 250K payroll forecast.

Job openings are trending downwards but not collapsing; wage growth is slowing more quickly.

The October trade deficit likely fell slightly, but the big correction in imports is over.

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