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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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Flat trend in permits points to relapse in starts soon.
Rising mortgage rates and low confidence are stifling demand.
Stagnant, with no positive catalyst immediately in sight.
A mixed bag; hiring indicators suggest a long wait for a substantial improvement.
Labor demand still trending down, implying March payrolls jump was just a blip.
Spending temporarily supported by tax refunds; stagnation likely in Q2.
Spending growth probably still slowing, labor market still weak.
Returning to last year’s average; a further recovery looks unlikely.
Initially resilient, but near-real time data now show gas price pain.
Retailers’ healthy margins suggest tariff pass-though now complete.
Soft core increase shows domestically-generated inflation in check.
Pointing to a slowdown in underlying GDP growth in Q1.
Underlying growth still solid in Q4, but likely to wane.
Permits still lower than in early 2025; a further drop beckons.
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