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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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Still painting a subdued picture of the main street economy.
Stagnant, with no positive catalyst immediately in sight.
The recent resilience in consumers’ spending probably is on borrowed time.
A mixed bag; hiring indicators suggest a long wait for a substantial improvement.
Strong productivity growth is restraining unit labor costs.
Labor demand still trending down, implying March payrolls jump was just a blip.
Soft sales and high inventory point to price cuts and a drop in housing starts.
Spending temporarily supported by tax refunds; stagnation likely in Q2.
Spending growth probably still slowing, labor market still weak.
Spending growth probably still slowing, labor market still weak.
Core services inflation unlikely to accelerate sharply.
Returning to last year’s average; a further recovery looks unlikely.
Initially resilient, but near-real time data now show gas price pain.
A mediocre end to Q1, but the surveys look promising.
Early signs of a manufacturing margins squeeze.
Fallout from the war adding to the pressures on homebuilders.
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