Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
Below is a list of our US 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.
Not definitive, but consistent with the idea that the trend is starting to rise.
One big jump is not a trend, but a rising trend is now due
An uptrend in initial claims is probably still in the pipeline.
Tranquil labor market conditions unlikely to last much longer.
Generous seasonals still depressing claims, but an uptrend is coming.
Manufacturers are past the worst, but claims will rise this spring.
Claims unlikely to remain so low
Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Likely weather-depressed; trend uncertain but very low
Wait for the core PCE before rushing to inflation judgment
Sharp drop in claims probably is noise; the ADP is deeply unreliable.
Layoffs still very depressed, but people are finding it harder to secure new jobs.
Core inflation is falling; spending is softening.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,