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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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Disappointing enough to make a first easing in May much less likely
Core inflation falling steadily across all three components.
UAW strike impact fully reversed in December; manufacturing output ex-autos is still falling outright.
Wait for the core PCE before rushing to inflation judgment
Stock market-driven upturn in sentiment hides soft activity numbers
Behind the headline, the trend in job growth is slowing, with more softening to come.
Too soon to conclude that downward trend is in place.
Layoffs still very depressed, but people are finding it harder to secure new jobs.
People really like a rising stock market and falling gas prices
Sharp decline in inflation expectations is welcome news for the Fed.
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