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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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Trade and inventories data leave a negative Q1 GDP print looking far more likely.
Growth in services spending has slowed only modestly, but a sharper decline lies ahead.
No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
No real sign yet of tariff-linked layoffs.
Clear signs of an underlying consumer slowdown.
Gold trade and pre-tariff stockpiling are distorting the numbers.
Equipment investment likely to remain anemic at best.
Challenger data point to a big rise in claims this spring.
Still set for decent spending growth in Q1 overall, but a slowdown looms further ahead.
Net trade set to drag heavily on growth amid a pre-tariff surge in imports.
Stronger growth in underlying orders unlikely to last much longer.
Decision-making on hold until the federal policy outlook becomes clearer.
DOGE layoffs not a big issue for claims just yet.
Trend still low for now; leading indicators paint a mixed picture.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,