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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.
Bouncing back after a poor H1, but Q3’s momentum will not be sustained.
Helene and strikes obscure the underlying trend.
Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.
Net trade probably only a small drag on headline growth in Q3.
Underlying equipment investment is still weak, but computers and aircraft are red hot.
A significant recovery seems unlikely in the near term.
Strong headline numbers, but a grim near-term outlook.
Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead
PPI and CPI data suggest the August core PCE rose by about 0.14%, sustaining the slowdown.
Punishingly high borrowing costs continuing to weigh on hiring and capex plans.
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