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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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Chartbook Datanotes Emerging Asia
New mortgage rates still far too high for transactions to recover
A gradual recovery is taking hold, but manufacturing is too small to alter the bigger picture.
Inflation pressures reassuringly absent, given the surge in shipping costs.
A further slowdown in consumption growth seems increasingly likely.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
A solid headline number, but the labor market is a weak spot.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
Manufacturing recovery fizzling out before it has even begun.
A headscratcher, but an unreliable signal for the broader economy.
Real incomes, spending and core prices increases are all slowing.
GDP details better than the headline, but growth is slowing.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,