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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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People don't like higher gas prices; the trend in new home sales is flattening.
Talk of re-acceleration in consumers' spending growth is overdone.
More of the same; nothing will change until mortgage rates fall significantly.
It's too soon to conclude that consumers' spending growth is reaccelerating.
Ignore the wild swings in monthly sales; the upward trend remains intact.
The gridlock will continue until mortgage rates fall significantly.
Online sales to the rescue, but spending elsewhere is depressed.
New home sales will continue to outperform; consumers' confidence signals only a small drop in real spending growth.
Upside surprise in the headline offset by downward revisions to March; Q2 consumption on shaky ground.
Prices are falling rapidly as homebuilders scramble to reduce inventory overhang.
Few signs yet of the long-awaited increase in inventory.
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