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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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Stronger growth in underlying orders unlikely to last much longer.
Decision-making on hold until the federal policy outlook becomes clearer.
DOGE layoffs not a big issue for claims just yet.
Waiting for more disinflation progress to ease again.
The underlying trend in residential construction is flat and likely to turn lower.
Encouraging, but far from definitive.
Manufacturing output held back by adverse weather; surveys point to a brief growth spurt ahead.
Low claims highlight lack of near-term pressure for Fed easing.
Disinflation still on track; consistent with 2.6% core PCE inflation, down 0.2pp from December.
Seasonals still failing to offset new year price rises; February data will reassure the FOMC.
Post-Trump euphoria already starting to fade.
Tariffs worries continue to weigh on confidence.
Positive near-term revisions offset the subpar January print; a March easing is off the table.
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