Pantheon Macroeconomics
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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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Still not progress on PCE core services prices, ex-rents.
The Fed will like core PCE services ex-housing, but not the ECI.
A welcome slowing in core PCE services price gains, but one month is not enough
The risk of a March 50bp hike has gone up, but it would be a mistake
January spending will rebound, but Q1 will be weak overall; core inflation is falling.
Solid Q3 spending unlikely to persist, but disinflation will
Q4 consumption set for 3%-plus, but trouble brewing ahead
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