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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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Tariff uncertainty is weighing on manufacturing.
Gold trade and pre-tariff stockpiling are distorting the numbers.
Equipment investment likely to remain anemic at best.
Manufacturing recovery already showing signs of fading.
Net trade set to drag heavily on growth amid a pre-tariff surge in imports.
Stronger growth in underlying orders unlikely to last much longer.
DOGE layoffs not a big issue for claims just yet.
Waiting for more disinflation progress to ease again.
The underlying trend in residential construction is flat and likely to turn lower.
Encouraging, but far from definitive.
Manufacturing output held back by adverse weather; surveys point to a brief growth spurt ahead.
Low claims highlight lack of near-term pressure for Fed easing.
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