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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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Sharp decline in inflation expectations is welcome news for the Fed.
The jump in inflation expectations probably is temporary, but the Fed won't like it.
Consumers' confidence likely to rebound from here; the manufacturing recovery is stalling.
Consumers' confidence likely to rebound from here, now that gas prices are falling.
People don't like higher gas prices; the trend in new home sales is flattening.
Inflation expectations finally respond to lower current inflation
Expectations index still points to faster real consumption growth in H2, but we are not convinced.
Five-to-10-year inflation expectations yet to break out of their narrow range.
Outright declines in core goods CPI likely to continue; we expect another decent core print in August.
New home sales will continue to outperform; consumers' confidence signals only a small drop in real spending growth.
Inflation expectations remain elevated but rangebound.
Used cars hit again, but for the last time; decent chance of a 0.2% July core
Still deteriorating, but at a less rapid pace.
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