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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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Manufacturing is surviving rather than thriving.
Q3's strength is unlikely to be sustained.
The implied jump in services inflation makes little sense.
October's strength in control sales looks unlikely to last.
Lackluster, but not alarming enough for a January easing.
Manufacturing capex and hiring likely to remain very weak
Soft September sets for stage for more consumer weakness in Q4.
Core goods inflation likely to retreat in H1 2026.
Improving slightly, but investment still soft outside of tech.
Weak jobs market continues to depress consumers.
Core PCE inflation set to undershoot the FOMC’s forecast in Q4.
Boost from lower rates likely has only a bit further to run.
Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
December hangs in the balance, but substantial easing probably still lies ahead.
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