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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In one line: Risks tilted to an upside surprise in the CPI; jobless claims should fall back next month.
In one line: Inflation up, but less than we expected; spending, ex-services is flat.
In one line: On track for a small decline in Q3.
In one line: Decent headline, dovish selling price expectations.
In one line: Another one for relatively hawkish policymakers.
In one line: Stability in consumer confidence; robust details in EZ money supply.
In one line: That’s more like it, but upturn in manufacturing is on borrowed time.
In one line: That’s more like it, but upturn in manufacturing is on borrowed time.
In one line: Political brinkmanship comes at a cost.
In one line: Political brinkmanship comes at a cost.
In one line: Positive pick-up in services, but downside risks loom in industrial output.
In one line: A decent start to Q3, but the carry-over is still negative.
In one line: All set for a rebound into year-end.
In one line: All set for a rebound into year-end.
In one line: A cyclical low; a gentle rebound now lies ahead.
In one line: A further near-term rise is coming before a plunge in early 2026.

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