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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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Low claims largely due to lower-than-usual post-holiday layoffs.
Muted rebound in core goods prices suggests tariff pass-through is slowing.
Still weak enough to sustain the pressure for more Fed easing.
Lackluster, but not alarming enough for a January easing.
Soft September sets for stage for more consumer weakness in Q4.
Core PCE inflation set to undershoot the FOMC’s forecast in Q4.
Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
Drops in the openings-to-unemployment ratio and quits signals slower wage growth ahead.
Turnaround in consumers’ spending built on shaky foundations.
The puzzle of retailers’ margins has just been revised away.
Surge driven by Texas; the trend is still gently upward sloping.
Labor demand and capex plans still depressed.
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