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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: First signs of tariff front running by US firms, but also by EU firms.
In one line: Solid rise in industrial output, but net trade remains subdued.
In one line: Revised up thanks to a solid showing from domestic demand.
Challenger data point to a big rise in claims this spring.
Net trade set to drag heavily on growth amid a pre-tariff surge in imports.
In one line: Stung by plunge in net exports; consumption is now growing, but weakly.
In one line: Still no signs of much tariff front running by US firms.
In one line: Output stung by falling auto production; exports finish 2024 on a strong note.
In one line: A drop, as expected, but the details point to robust domestic demand.
Net trade and inventories likely dragged heavily on Q4 GDP growth.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence