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Pantheon Macroeconomics
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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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Price pressures are building, but July's data overstate the intensity.
Revisions reveal a sharp slowdown; September easing incoming.
Hard to trust given the rock-bottom response rate.
Services disinflation is partly countering the tariff uplift to goods prices.
Demand still falling amid high mortgage rates and elevated uncertainty.
Still impeded by high mortgage rates and elevated uncertainty.
Little changed from previous weeks, but weak hiring indicators point to a deterioration soon.
Recent resilience unlikely to last beyond the summer.
Pointing to a mere 0.12% rise in the core PCE deflator, and margin pressure for distributors.
Headline index steady in April; but a lot of pain lies ahead.
Growth in services spending has slowed only modestly, but a sharper decline lies ahead.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence