Pantheon Macroeconomics
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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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Services inflation likely to remain in check.
Lower mortgage rates boost sales, but major headwinds remain.
Turnaround in consumers’ spending built on shaky foundations.
Further falls in prices likely needed to get sales moving again.
The rebound in growth implied by the PMI looks too good to be true.
Core inflation set to climb further as spending barely grows.
Weak demand and recovering supply are putting pressure on prices.
Sales growth less impressive in real terms; consumer slowdown continues.
Consumption still resilient, but a slowdown looms.

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