Pantheon Macroeconomics

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22nd Jan 2026 11:43USWeekly Monitor
  • The Fed will leave rates on hold this week, but three members will vote to ease again...
  • ...And key members will place more weight on the further slowdown in payrolls than robust GDP.
  • We still expect rising unemployment to spur easing in H1, but major personnel changes now look less likely.

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Keywords for: 26 January 2026 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence