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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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Spending spike won't persist; core services inflation not yet beaten.
A new cycle low, and likely to fall further in Q4.
The rebound in construction activity is already petering out.
A strong finish to Q3, but the headwinds are building.
Headline will drop in October; core hit by weird jump in building materials' margins.
Still signalling a sustained downshift in core services inflation ex-rents.
Flattered by S&L education jobs and an unsustainable rebound in the private sector
Likely to rise over the next few weeks, lagging layoff announcements
Most of the hit from higher rates is still to come.
Past the worst, but the outlook is still not great.
More Philly Fed noise; jobless claims unlikely to remain this low
Hawkish hold, but everything in the SEP is forecast, not promise
Rebounding mortgage rates are making homebuilders nervous
Inflation expectations finally respond to lower current inflation
Wild monthly swings hide flat-to-slightly upwards trend
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