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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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Surge driven by Texas; the trend is still gently upward sloping.
Tariffs continuing to lift goods prices; pass-through only one-third complete.
Labor demand and capex plans still depressed.
Price pressures are building, but July's data overstate the intensity.
Revisions reveal a sharp slowdown; September easing incoming.
CONSUMERS’ SPENDING IS SLOWING...
Hard to trust given the rock-bottom response rate.
Services disinflation is partly countering the tariff uplift to goods prices.
LEADING LABOR MARKET INDICATORS HAVE WORSENED…
THE FED WILL EASE IN SEP, BEFORE INFLATION PEAKS
Demand still falling amid high mortgage rates and elevated uncertainty.
Still impeded by high mortgage rates and elevated uncertainty.
Little changed from previous weeks, but weak hiring indicators point to a deterioration soon.
Recent resilience unlikely to last beyond the summer.
Pointing to a mere 0.12% rise in the core PCE deflator, and margin pressure for distributors.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,