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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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Supply chain disruptions providing a temporary boost to activity.
Clearer signs of precautionary stockpilling.
Supply chain disruptions adding to price pressures.
On hold for now, but the likelihood of easing further ahead in underrated.
Supply-chain risks prompting a rush of activity and greater price pressures.
Strength in sales likely to unwind as tax refunds taper off.
Still painting a subdued picture of the main street economy.
The recent resilience in consumers’ spending probably is on borrowed time.
Strong productivity growth is restraining unit labor costs.
Soft sales and high inventory point to price cuts and a drop in housing starts.
Spending growth probably still slowing, labor market still weak.
Core services inflation unlikely to accelerate sharply.
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.
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