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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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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.
Still weak enough to sustain the pressure for more Fed easing.
In one line: Still weak enough to sustain the pressure for more Fed easing.
Lackluster, but not alarming enough for a January easing.
In one line: Lackluster, but not alarming enough for a January easing.
Soft September sets for stage for more consumer weakness in Q4.
Core PCE inflation set to undershoot the FOMC’s forecast in Q4.
Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
Drops in the openings-to-unemployment ratio and quits signals slower wage growth ahead.
Turnaround in consumers’ spending built on shaky foundations.
Unemployment fears resurge; discretionary spending likely to remain subdued.
The puzzle of retailers’ margins has just been revised away.
Surge driven by Texas; the trend is still gently upward sloping.
Tariffs continuing to lift goods prices; pass-through only one-third complete.
Labor demand and capex plans still depressed.
Price pressures are building, but July's data overstate the intensity.
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