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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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Poor, but likely to improve over the next couple months.
Sequentual core inflation is now almost at target pace.
The underlying picture remains weak, despite the positive headline numbers.
Beginning to turn the corner, but the recovery will be slow.
Probably an overshoot, but a steady increase in single-family starts lies ahead.
Unwinding of the UAW strike hit boosts manufacturing, but output ex-autos remains weak.
Real consumption is on course for a solid Q4, but slower than Q3.
Margins have stopped rising, but yet to start falling, auto dealers excepted.
Stuck in a rut, with few signs of an improvement ahead.
Layoffs hit 12-week high, but remain below cycle peaks, for now
The jump in inflation expectations probably is temporary, but the Fed won't like it.
Nudging back up, but no sustained increase visible on the near horizon
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