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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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Massive rise in airline fares leaves core PCE deflator set to rise by 0.3%.
Politics still making the NFIB harder to read.
Tariff worries likely pushing up inflation expectations.
Claims are noisy at the turn of the year; forward-looking indicators point to a renewed rise ahead.
Early signs of improvement, but still depressed.
The post-election pick-up in sentiment has faded quickly.
Shipments point to unchanged equipment investment in Q4.
Expect further mild core PCE increases in the near term.
Homebuilders seem too optimistic about the outlook.
Some signs of pre-tariff inventory accumulation, but few firms are raising prices.
Services growth still robust, but the inflation outlook is encouraging.
Post-Thanksgiving volatility probably drove the jump in initial claims.
Pointing to a 0.2% core PCE print; the FOMC can ease again with a clear conscience.
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