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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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This week’s Fed inaction was a mistake; the case for 50bp in September is strong.
The PMI is probably a poor guide to the national picture.
Core inflation on track to hit the target in mid-2025.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Hit to Q2 GDP growth from net trade probably offset by inventories and investment.
A strong Q2 for manufacturing, but major headwinds persist.
Depressed again by the shift to web-based data collection.
Weakening in private payroll growth points to multiple rate cuts in H2.
Ugly activity and employment numbers, further signs of disinflation.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
Probably depressed marginally by Juneteenth; the trend remains upwards.
Consistent with slowing consumption growth and a gently rising unemployment rate.
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