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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.
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.
Probably depressed marginally by Juneteenth; the trend remains upwards.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
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
An uptrend in initial claims is probably still in the pipeline.
Disappointing, but not the end of slowing employment costs inflation.
Tranquil labor market conditions unlikely to last much longer.
Generous seasonals still depressing claims, but an uptrend is coming.
Manufacturers are past the worst, but claims will rise this spring.
The current trend in payrolls is steady, but a clear downturn is coming
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