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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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Rising mortgage rates and low confidence are stifling demand.
Supply-chain risks prompting a rush of activity and greater price pressures.
Strength in sales likely to unwind as tax refunds taper off.
Still painting a subdued picture of the main street economy.
Stagnant, with no positive catalyst immediately in sight.
The recent resilience in consumers’ spending probably is on borrowed time.
A mixed bag; hiring indicators suggest a long wait for a substantial improvement.
Strong productivity growth is restraining unit labor costs.
Labor demand still trending down, implying March payrolls jump was just a blip.
Soft sales and high inventory point to price cuts and a drop in housing starts.
Spending temporarily supported by tax refunds; stagnation likely in Q2.
Spending growth probably still slowing, labor market still weak.
Spending growth probably still slowing, labor market still weak.
Core services inflation unlikely to accelerate sharply.
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