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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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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.
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.
Consumption already weak before the energy shock.
Stronger sales reflect one-time boosts, underlying trend probably still weak
Energy shock adding to the headwinds for growth and employment.
Pointing to a slowdown in underlying GDP growth in Q1.
The latest sales data are near worthless; homebuilders are still under pressure.
Underlying growth still solid in Q4, but likely to wane.
Weak underlying sales probably a sign of what's to come.
Consumption strong through November, but on shaky foundations.
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