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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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Consumers breathe a sigh of relief, but the labor market still is softening.
Economy robust in the face of tariff uncertainty for now.
Still impeded by high mortgage rates and elevated uncertainty.
Little changed from previous weeks, but weak hiring indicators point to a deterioration soon.
Extremely low response rate and partisan divide raise questions over reliability.
Pointing to a sharp fall in new home sales & residential construction.
Recent resilience unlikely to last beyond the summer.
Pointing to a mere 0.12% rise in the core PCE deflator, and margin pressure for distributors.
Tariff shock puts small business under further pressure.
Mismeasurement likely distorting the Q1 numbers; underlying trend solid.
We doubt services inflation will reaccelerate sharply.
Headline index steady in April; but a lot of pain lies ahead.
Trade and inventories data leave a negative Q1 GDP print looking far more likely.
Growth in services spending has slowed only modestly, but a sharper decline lies ahead.
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
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