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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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More to the uptick in claims than residual seasonality.
Sentiment up from the April lows, but small businesses remain under pressure.
In one line: Manufacturing remains under pressure.
Net trade and inventories on course for a big combined boost to headline GDP in Q2.
Consumption still resilient, but a slowdown looms.
Consumers breathe a sigh of relief, but the labor market still is softening.
Economy robust in the face of tariff uncertainty for now.
Extremely low response rate and partisan divide raise questions over reliability.
Pointing to a sharp fall in new home sales & residential construction.
Tariff shock puts small business under further pressure.
Mismeasurement likely distorting the Q1 numbers; underlying trend solid.
We doubt services inflation will reaccelerate sharply.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence