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Below is a list of our U.S. 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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The Homebase small business employment data point to a 250K increase in October payrolls...
...But whatever happened in October, job growth will slow markedly over the next few months.
A fourth straight modest hourly earnings number would strongly suggest the trend is slowing.
Survey data point to weaker growth but also lower inflation.
Q4 consumption set for 3%-plus, but trouble brewing ahead
Collapse in Chicago PMI is not definitive evidence of anything; pending home sales nearing a floor
Consumption started the fourth quarter quite strongly; 3%-plus seems a decent bet.
Core PCE price pressures eased sequentially in October; further down shifts ahead?
Last week’s jump in the initial jobless claims likely was not a fluke; the trend probably is rising.
Don't worry about the dip in confidence; consumption still on track for a strong fourth quarter.
ADP’s employment measure is unreliable; we will be sticking to our 250K payroll forecast.
Job openings are trending downwards but not collapsing; wage growth is slowing more quickly.
The October trade deficit likely fell slightly, but the big correction in imports is over.
Chain store sales growth is slowing; adverse base effects are only part of the story...
...Discount stores appear to be suffering as low- income households are squeezed.
Home prices are falling, probably at an accelerating rate, and consumers are glum.
Strong looking October new home sales and durable goods orders data are misleading
Home sales and prices have further to fall and the trend in core capex orders has slowed markedly.
The upturn in jobless claims is a better guide to what’s really happening; the economy is softening.
The hawk/dove battle lines for the next few meetings are becoming clear.
Jump in sales impossible to square with the collapse in mortgage demand; current prices can't be sustained
Resilient core capital goods orders unlikely to last
The trend is now rising and has further to go
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