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Below is a list of our 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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Tentative signs that manufacturing is past the worst.
Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Consistent with another solid consumption print in Q1.
Starts data are noisy, but a modest housing recovery is underway.
UAW strike impact fully reversed in December; manufacturing output ex-autos is still falling outright.
Too soon to conclude that downward trend is in place.
Sharp drop in claims probably is noise; the ADP is deeply unreliable.
Poor, but likely to improve over the next couple months.
The underlying picture remains weak, despite the positive headline numbers.
Beginning to turn the corner, but the recovery will be slow.
Probably an overshoot, but a steady increase in single-family starts lies ahead.
Unwinding of the UAW strike hit boosts manufacturing, but output ex-autos remains weak.
Real consumption is on course for a solid Q4, but slower than Q3.
Sharp decline in inflation expectations is welcome news for the Fed.
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