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Below is a list of our Publications for the last 5 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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EXPECT AN EXTENDED FED EASING CYCLE...
Improving slightly, but investment still soft outside of tech.
Weak jobs market continues to depress consumers.
Boost from lower rates likely has only a bit further to run.
December hangs in the balance, but substantial easing probably still lies ahead.
Dip in mortgage rates providing only a small tailwind.
Pointing to a sharp slowdown in wage growth.
Reliability questionable, but grim reading nonetheless.
Likely sending a false alarm on services inflation.
Tariff-led jump goods inflation likely to be temporary.
THE INFLATION OUTLOOK HAS IMPROVED...
Rates still too high for a sustained housing market renaissance.
Services inflation likely to remain in check.
Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.
Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.
Lower mortgage rates boost sales, but major headwinds remain.
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