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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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The latest sales data are near worthless; homebuilders are still under pressure.
Much weaker GDP growth of about 2% now looks likely in Q4
Less to the recent upturns than initially meets the eye.
Weak underlying sales probably a sign of what's to come.
Trade's contribution to Q4 GDP growth probably significant but not enormous.
Consumption strong through November, but on shaky foundations.
Signs of stabilization, but big headwinds remain.
Still an unreliable guide to services spending.
Manufacturing is surviving rather than thriving.
Q3's strength is unlikely to be sustained.
The implied jump in services inflation makes little sense.
October's strength in control sales looks unlikely to last.
Manufacturing capex and hiring likely to remain very weak
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