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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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Spending slowdown and further labor market weakness are likely.
Consumption strong through November, but on shaky foundations.
Low claims largely due to lower-than-usual post-holiday layoffs.
Muted rebound in core goods prices suggests tariff pass-through is slowing.
Overstating the gloom, but a downbeat message nonetheless.
Signs of stabilization, but big headwinds remain.
Still weak enough to sustain the pressure for more Fed easing.
Still an unreliable guide to services spending.
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.
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