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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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The latest sales data are near worthless; homebuilders are still under pressure.
Underlying growth still solid in Q4, but likely to wane.
Much weaker GDP growth of about 2% now looks likely in Q4
Less to the recent upturns than initially meets the eye.
Permits still lower than in early 2025; a further drop beckons.
Weak underlying sales probably a sign of what's to come.
Muted rebound in core goods prices suggests tariff pass-through is slowing.
Still weak enough to sustain the pressure for more Fed easing.
Still an unreliable guide to services spending.
The implied jump in services inflation makes little sense.
Manufacturing capex and hiring likely to remain very weak
Soft September sets for stage for more consumer weakness in Q4.
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