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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
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Net trade and inventories on course for a big combined boost to headline GDP in Q2.
Consumption still resilient, but a slowdown looms.
Still impeded by high mortgage rates and elevated uncertainty.
Recent resilience unlikely to last beyond the summer.
Pointing to a mere 0.12% rise in the core PCE deflator, and margin pressure for distributors.
Tariff shock puts small business under further pressure.
We doubt services inflation will reaccelerate sharply.
Headline index steady in April; but a lot of pain lies ahead.
No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
No real sign yet of tariff-linked layoffs.
Further signs of uncertainty weighing on housing.
A slump in manufacturing activity and surge in goods inflation lies ahead.
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