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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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Early signs of a manufacturing margins squeeze.
In one line: EZ industry was probably a drag on Q1 growth.
In one line: On track for around 2.5% in May.
Fallout from the war adding to the pressures on homebuilders.
Retailers’ healthy margins suggest tariff pass-though now complete.
Small business capex plans drop to a post-GFC low.
In one line: Private sector credit showing early but uneven improvement
Further reason to expect a consumer slowdown.
Soft core increase shows domestically-generated inflation in check.
In one line: Industrial production likely fell over Q1.
In one line: Lifted by soaring energy inflation, but the core and food will rise too in due course.
Consumption already weak before the energy shock.
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