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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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Fallout from the war adding to the pressures on homebuilders.
In one line: Solid, before inflation saps real M1 growth.
In one line: A strong rise in M1 growth; did lending growth really slow?
Permits still lower than in early 2025; a further drop beckons.
The outlook for homebuilders remains tough.
In one line: Easing M1 growth offset by falling inflation, for now.
Signs of stabilization, but big headwinds remain.
In one line: Consistent with faster EZ GDP growth.
Dip in mortgage rates providing only a small tailwind.
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