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.
This week’s Fed inaction was a mistake; the case for 50bp in September is strong.
Weakening in private payroll growth points to multiple rate cuts in H2.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,