Pantheon Macroeconomics
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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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Underlying growth still solid in Q4, but likely to wane.
Permits still lower than in early 2025; a further drop beckons.
Muted rebound in core goods prices suggests tariff pass-through is slowing.
Still weak enough to sustain the pressure for more Fed easing.
Soft September sets for stage for more consumer weakness in Q4.

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