Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
Below is a list of our U.S. 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 welcome slowing in core PCE services price gains, but one month is not enough
Sales will remain stuck at low levels until affordability improves dramatically.
Homebuilders continue to slash prices to shift excess supply.
A dramatic improvement in affordability is still needed before sales can recover.
Upside surprise in manufacturing output is misleading; the near-term outlook remains grim.
Don't be fooled by the February bounce; a sustained recovery in housing construction is still a long way off.
Reversal of January spike in control sales delayed, not cancelled.
Not good enough to stop the Fed hiking next week, provided markets are calm
Fall in stock prices to snuff out modest rebound in NFIB.
The jump in the employment index likely is noise.
Still struggling for now, but boost from China reopening is coming.
Consumer confidence points to softer consumption growth; we're lowering our foreacst for ISM manufacturing.
China rebound plus warm January = happier manufacturers, for now
Favorable weather effects starting to fade?
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence