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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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No reason to change payroll forecasts, given ADP's poor record
Sentiment improving, but mortgage rates remain too high for demand to recover materially.
Low response rate suggests jump in payrolls very likely to be revised away.
Indicators with a better track record paint a much weaker picture.
Lower rates put a floor under new home sales.
Lower mortgage rates came too late for this month's survey.
This week’s Fed inaction was a mistake; the case for 50bp in September is strong.
The single-family construction boom seems to be fading.
Weakening in private payroll growth points to multiple rate cuts in H2.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
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