Pantheon Macroeconomics
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Below is a list of our Publications for the last 6 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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Large fall is likely an Easter timing quirk; the trend still looks flat.
PRICES HAVE TURNED A CORNER; EXPECT A 5% RISE IN 2024...
PRICES HAVE NEARLY STABILISED; EXPECT A 5% RISE IN 2024...
Starts data are noisy, but a modest housing recovery is underway.
HOUSE PRICE NADIR IS JUST A COUPLE OF MONTHS AWAY...
Probably an overshoot, but a steady increase in single-family starts lies ahead.
MORTGAGE RATES TO FALL FASTER THAN WE EXPECTED IN Q1...
The recovery in construction activity is stalling, for now.
The rebound in construction activity is already petering out.
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