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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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Labor demand still trending down, implying March payrolls jump was just a blip.
Spending temporarily supported by tax refunds; stagnation likely in Q2.
Spending growth probably still slowing, labor market still weak.
Returning to last year’s average; a further recovery looks unlikely.
Initially resilient, but near-real time data now show gas price pain.
Retailers’ healthy margins suggest tariff pass-though now complete.
Soft core increase shows domestically-generated inflation in check.
Pointing to a slowdown in underlying GDP growth in Q1.
Underlying growth still solid in Q4, but likely to wane.
Permits still lower than in early 2025; a further drop beckons.
Above trend due to mild weather and a blip in healthcare jobs.
Low claims largely due to lower-than-usual post-holiday layoffs.
In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.
Muted rebound in core goods prices suggests tariff pass-through is slowing.
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