- © 2025 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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
Please use the filters on the right to search for a specific date or topic.
Auto shutdowns distort the picture; labor market likely still loosening.
Weak demand and recovering supply are putting pressure on prices.
CONSUMERS’ SPENDING IS SLOWING...
The underlying trend in residential construction is flat and likely to turn lower.
Hard to trust given the rock-bottom response rate.
Low simply because auto plant shutdowns have been less prevalent than usual.
Sales growth less impressive in real terms; consumer slowdown continues.
Services disinflation is partly countering the tariff uplift to goods prices.
Committee is more clearly split; weaker labor market to tip the balance by September.
Plunging response rate raises big questions about reliability.
Supply-side disruptions giving way to weak demand.
Inflation expectations dropping back, labor market still weakening.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,