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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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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.
Headline index steady in April; but a lot of pain lies ahead.
Growth in services spending has slowed only modestly, but a sharper decline lies ahead.
No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
Healthcare driving payroll growth again; ongoing support will offset some tariff damage.
Clear signs of an underlying consumer slowdown.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,