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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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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.
Still pointing to a weaker labor market, but big recent revisions raise questions.
Probably overstating the labor market’s health.
Spending slowdown and further labor market weakness are likely.
Overstating the gloom, but a downbeat message nonetheless.
Still an unreliable guide to services spending.
Manufacturing capex and hiring likely to remain very weak
Soft September sets for stage for more consumer weakness in Q4.
Core goods inflation likely to retreat in H1 2026.
Weak jobs market continues to depress consumers.
Pointing to a sharp slowdown in wage growth.
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