Pantheon Macroeconomics
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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.
Inflation pressures reassuringly absent, given the surge in shipping costs.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
June core PCE likely rose just 0.15%; the Fed can prepare the ground for a September rate cut.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
PAYROLL GROWTH IS SET TO SLOW SHARPLY…
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
Yet another sign growth in payrolls is slowing sharply.
Large fall is likely an Easter timing quirk; the trend still looks flat.
LABOR MARKET WARNING SIGNS ARE FLASHING RED…
Too volatile to make us fear a renewed downturn in manufacturing.
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