Pantheon Macroeconomics

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US Publications

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.

US Weekly Jobless Claims & ADP

PM Datanote: US Weekly Jobless Claims, September 28

Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.

Samuel TombsUS

PM Datanote: US ADP Employment, September

Indicators with a better track record paint a much weaker picture.

Samuel TombsUS

PM Datanote: US Personal Income & Spending, July

Undershooting the Fed’s June core PCE forecast for the third straight month.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Jobless Claims, August 24

The rising trend has flattened off; expect a run of lower numbers this fall.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US S&P Global Composite PMI, August

Clearer signs that services sector employment is rolling over.

Oliver Allen (Senior US Economist)US

PM Datanote: US Jobless Claims, August 17

Underlying claims have plateaued, and will probably slip back in the near term.

Oliver Allen (Senior US Economist)US

PM Datanote: US Jobless Claims, August 10

 Weekly data are noisy; the underlying trend is still deteriorating.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

US Jobless Claims

Underlying claims rising only slowly for now, but expect a faster deterioration ahead. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Productivity / Jobless Claims

Meagre growth in unit labor costs supports the case for policy easing.

Oliver Allen (Senior US Economist)US

US Durable Goods/Jobless Claims

The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.

Oliver Allen (Senior US Economist)US

PM Datanote: US Jobless Claims / Philly Fed

Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Weekly Jobless Claims & ADP, June

Layoffs still trending higher, but the data will be noisy over the coming weeks. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Weekly Jobless Claims, June 22

Probably depressed marginally by Juneteenth; the trend remains upwards.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

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