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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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Pick-up in continuing claims consistent with a further slowing in hiring.
The softening in the labor market remains very gradual.
Weak October payrolls were only partly due to strikes and storms.
Hit to payrolls from Milton likely was limited.
Boost from Milton underwhelms, while claims elsewhere drop back.
Helene and strikes obscure the underlying trend.
Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.
The rising trend has flattened off; expect a run of lower numbers this fall.
Clearer signs that services sector employment is rolling over.
Underlying claims have plateaued, and will probably slip back in the near term.
Weekly data are noisy; the underlying trend is still deteriorating.
Underlying claims rising only slowly for now, but expect a faster deterioration ahead.
Meagre growth in unit labor costs supports the case for policy easing.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
Probably depressed marginally by Juneteenth; the trend remains upwards.
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