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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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Retailers’ healthy margins suggest tariff pass-though now complete.
Small business capex plans drop to a post-GFC low.
Further reason to expect a consumer slowdown.
Soft core increase shows domestically-generated inflation in check.
Consumption already weak before the energy shock.
Underlying capex still looks relatively weak.
Probably providing a false read on services inflation.
Net trade on track for a big drag on headline GDP growth in Q1.
Stronger sales reflect one-time boosts, underlying trend probably still weak
Energy shock adding to the headwinds for growth and employment.
Underlying manufacturing output still looks anemic.
Encouraging signs, but an unreliable guide to the hard data.
Encouraging signs, but big headwinds remain.
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