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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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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.
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.
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