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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
Please use the filters on the right to search for a specific date or topic.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
A solid headline number, but the labor market is a weak spot.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
Manufacturing recovery fizzling out before it has even begun.
A headscratcher, but an unreliable signal for the broader economy.
A decent bounce, but the headwinds to consumption are mounting.
Not definitive, but consistent with the idea that the trend is starting to rise.
One big jump is not a trend, but a rising trend is now due
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