- © 2020 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
Below is a list of our US 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
Please use the filters on the right to search for a specific date or topic.
Mismeasurement likely distorting the Q1 numbers; underlying trend solid.
We doubt services inflation will reaccelerate sharply.
Trade and inventories data leave a negative Q1 GDP print looking far more likely.
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
No real sign yet of tariff-linked layoffs.
Further signs of uncertainty weighing on housing.
Pre-tariff jump in manufacturing output likely to reverse sharply.
A slump in manufacturing activity and surge in goods inflation lies ahead.
Confidence crumbling even before "Liberation Day".
Gold trade and pre-tariff stockpiling are distorting the numbers.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,