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Below is a list of our US Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
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Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Consistent with another solid consumption print in Q1.
Likely weather-depressed; trend uncertain but very low
Starts data are noisy, but a modest housing recovery is underway.
UAW strike impact fully reversed in December; manufacturing output ex-autos is still falling outright.
Wait for the core PCE before rushing to inflation judgment
Stock market-driven upturn in sentiment hides soft activity numbers
Behind the headline, the trend in job growth is slowing, with more softening to come.
Too soon to conclude that downward trend is in place.
Sharp drop in claims probably is noise; the ADP is deeply unreliable.
WHEN DO THEY START, AND HOW FAST DO THEY GO?
Poor, but likely to improve over the next couple months.
Sequentual core inflation is now almost at target pace.
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