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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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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.
No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
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