- © 2020 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Claims are noisy at the turn of the year; forward-looking indicators point to a renewed rise ahead.
Expect further mild core PCE increases in the near term.
Services growth still robust, but the inflation outlook is encouraging.
Post-Thanksgiving volatility probably drove the jump in initial claims.
Revisions reveal a weaker trend in household income growth and a lower saving rate.
Low initial claims still consistent with rising unemployment, given very muted hiring.
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.
Subdued core PCE inflation and slowing ECI growth green light further material Fed easing.
Hit to payrolls from Milton likely was limited.
No reason to change payroll forecasts, given ADP's poor record
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.
Indicators with a better track record paint a much weaker picture.
Undershooting the Fed’s June core PCE forecast for the third straight month.
The rising trend has flattened off; expect a run of lower numbers this fall.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,