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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
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Net trade will have a much smaller impact on GDP growth this year than in 2022.
Weather and lower rates boosted sales; expect a drop in February
Core gains likely due to favorable weather; they won't persist
New home sales boosted by a lack of existing home supply.
The risk of a March 50bp hike has gone up, but it would be a mistake
Sales have bottomed, but the downturn in prices will be the big story for housing in 2023.
Core PPI hit by several one-time factors; February will be better
A sustained recovery in manufacturing is still some way off.
January strength in in retail sales unlikely to last, autos excepted.
Core services prices still sticky; no one's mind will be changed by this report
Less-grim but still weak; inflation pressures gradually easing
Another upside surprise, but softening in the months ahead is likely
Rebound in China will drag manufacturing out of its hole soon.
Soft, but not necessarily a good guide to the official jobs numbers
Philly Fed stabilizing, maybe; claims don't tell the whole labor market story
Probably past the worst, but a sustained improvement will have to wait
Plunge in headline index startling but not definitive.
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