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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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Auto shutdowns distort the picture; labor market likely still loosening.
Weak demand and recovering supply are putting pressure on prices.
The underlying trend in residential construction is flat and likely to turn lower.
Low simply because auto plant shutdowns have been less prevalent than usual.
Sales growth less impressive in real terms; consumer slowdown continues.
Committee is more clearly split; weaker labor market to tip the balance by September.
Plunging response rate raises big questions about reliability.
Supply-side disruptions giving way to weak demand.
In one line: Supply-side disruptions giving way to weak demand
Inflation expectations dropping back, labor market still weakening.
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