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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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Emerging Asia Chartbook Datanotes
Wait for the core PCE before rushing to inflation judgment
Stock market-driven upturn in sentiment hides soft activity numbers
Behind the headline, the trend in job growth is slowing, with more softening to come.
Too soon to conclude that downward trend is in place.
Sharp drop in claims probably is noise; the ADP is deeply unreliable.
WHEN DO THEY START, AND HOW FAST DO THEY GO?
Poor, but likely to improve over the next couple months.
Sequentual core inflation is now almost at target pace.
The underlying picture remains weak, despite the positive headline numbers.
Layoffs still very depressed, but people are finding it harder to secure new jobs.
People really like a rising stock market and falling gas prices
Beginning to turn the corner, but the recovery will be slow.
Probably an overshoot, but a steady increase in single-family starts lies ahead.
Unwinding of the UAW strike hit boosts manufacturing, but output ex-autos remains weak.
Real consumption is on course for a solid Q4, but slower than Q3.
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