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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
Please use the filters on the right to search for a specific date or topic.
The (almost) final nail in the coffin of the Fed's rate hike optionality
The jump in inflation expectations probably is temporary, but the Fed won't like it.
Nudging back up, but no sustained increase visible on the near horizon
Signalling softer spending on services after the summer blowout.
The rebalancing continues; chance of a Dec hike dips further
Unit labor costs consistent with the inflation target, if sustained
Higher rates are putting the brakes on the recovery in manufacturing.
Labor cost inflation is slowing; further progress likely, depressing core services PCE inflation.
Consumers' confidence likely to rebound from here; the manufacturing recovery is stalling.
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