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Pantheon Macroeconomics
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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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Rates still too high for a sustained housing market renaissance.
Lower mortgage rates boost sales, but major headwinds remain.
Further falls in prices likely needed to get sales moving again.
The rebound in growth implied by the PMI looks too good to be true.
July bounce in starts likely noise; underlying trends remain weak.
The outlook for homebuilding remains grim.
Weak demand and recovering supply are putting pressure on prices.
The underlying trend in residential construction is flat and likely to turn lower.
Sales growth less impressive in real terms; consumer slowdown continues.
Demand still falling amid high mortgage rates and elevated uncertainty.
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