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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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Sharp decline in inflation expectations is welcome news for the Fed.
Stuck in a rut, with few signs of an improvement ahead.
The leap in the Chicago PMI likely is noise, not signal' a modest recovery in home sales lies ahead.
Net trade unlikely to be a major swing factor in Q4 GDP growth.
Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.
A new cycle low, but a modest rebound is coming soon.
The recovery in construction activity is stalling, for now.
Most of the October weakness reflects the UAW strike; expect a November rebound.
The jump in inflation expectations probably is temporary, but the Fed won't like it.
Signalling softer spending on services after the summer blowout.
Higher rates are putting the brakes on the recovery in manufacturing.
Consumers' confidence likely to rebound from here; the manufacturing recovery is stalling.
Core orders nudging up; jobless claims likely will rise further through year-end.
A new cycle low, and likely to fall further in Q4.
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