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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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Labor demand still trending down, implying March payrolls jump was just a blip.
Early signs of a manufacturing margins squeeze.
Fallout from the war adding to the pressures on homebuilders.
Small business capex plans drop to a post-GFC low.
Further reason to expect a consumer slowdown.
Probably providing a false read on services inflation.
Underlying manufacturing output still looks anemic.
Encouraging signs, but an unreliable guide to the hard data.
Encouraging signs, but big headwinds remain.
The outlook for homebuilders remains tough.
Probably overstating the labor market’s health.
Overstating the gloom, but a downbeat message nonetheless.
Still an unreliable guide to services spending.
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