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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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Economy robust in the face of tariff uncertainty for now.
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.
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.
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