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Pantheon Macroeconomics
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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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We doubt services inflation will reaccelerate sharply.
Headline index steady in April; but a lot of pain lies ahead.
A slump in manufacturing activity and surge in goods inflation lies ahead.
Confidence crumbling even before "Liberation Day".
Manufacturing recovery already showing signs of fading.
Encouraging, but far from definitive.
Post-Trump euphoria already starting to fade.
Tariffs worries continue to weigh on confidence.
Underlying services inflation still likely to decline.
Underlying services inflation still likely to decline.
Politics still making the NFIB harder to read.
Tariff worries likely pushing up inflation expectations.
Early signs of improvement, but still depressed.
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