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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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A mediocre end to Q1, but the surveys look promising.
Early signs of a manufacturing margins squeeze.
Fallout from the war adding to the pressures on homebuilders.
Small business capex plans drop to a post-GFC low.
Further reason to expect a consumer slowdown.
Consumption already weak before the energy shock.
Underlying capex still looks relatively weak.
Probably providing a false read on services inflation.
Net trade on track for a big drag on headline GDP growth in Q1.
Stronger sales reflect one-time boosts, underlying trend probably still weak
Energy shock adding to the headwinds for growth and employment.
Underlying manufacturing output still looks anemic.
Encouraging signs, but an unreliable guide to the hard data.
Encouraging signs, but big headwinds remain.
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