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Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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Net trade and inventories on course for a big combined boost to headline GDP in Q2.
Consumption still resilient, but a slowdown looms.
Consumers breathe a sigh of relief, but the labor market still is softening.
Economy robust in the face of tariff uncertainty for now.
STAGNATION AHEAD, AS THE TARIFFS HIT REAL INCOMES…
Extremely low response rate and partisan divide raise questions over reliability.
Pointing to a sharp fall in new home sales & residential construction.
Tariff shock puts small business under further pressure.
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.
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