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
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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.
Goods disinflation continues; margins and other services still sticky.
Some downside growth risks recognized, but attention still mostly on inflation
Core prices back on track; real after-tax income growth slowing sharply
Consistent with still-subdued business investment.
THE LABOR MARKET IS ABOUT TO SLOW, SHARPLY…
Manufacturers are past the worst, but claims will rise this spring.
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