US Publications
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.
A strong finish to Q3, but the headwinds are building.
US
- Real consumption spending likely rose at a 4% annualized rate in Q3, as people ran down savings further.
- Manufacturing probably is past the trough, but the upturn so far has been extremely modest.
- Housing starts probably rebounded in September, but the trend is flattening as mortgage demand falls.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
Noisy but signalling stable manufacturing output; inflation pressures still fading
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- Headline retail sales likely were unchanged in Sep- tember, but the control measure probably fell.
- Consumers’ spending likely ended Q3 on a soft note, with worse to come in Q4.
- A strike-related hit to auto production is the key risk to September manufacturing output.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
Consumers' confidence likely to rebound from here, now that gas prices are falling.
US
- Higher for longer reflects stronger trend growth, but the interest rate cycle has not been abolished…
- …The next substantial move in rates will be to the downside, and it will be faster than the Fed expects.
- Consumers are unhappy, but cheaper gasoline will cheer them up, provided stocks don’t tank.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
