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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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Gold trade and pre-tariff stockpiling are distorting the numbers.
Equipment investment likely to remain anemic at best.
A snapshot of a prior age, before the shift in federal government policies undermined confidence.
Challenger data point to a big rise in claims this spring.
Still set for decent spending growth in Q1 overall, but a slowdown looms further ahead.
Manufacturing recovery already showing signs of fading.
Net trade set to drag heavily on growth amid a pre-tariff surge in imports.
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.
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