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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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Core inflation on track to hit the target in mid-2025.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
The economy’s main engine of growth is looking a lot weaker.
Probably depressed marginally by Juneteenth; the trend remains upwards.
Real incomes, spending and core prices increases are all slowing.
Not definitive, but consistent with the idea that the trend is starting to rise.
One big jump is not a trend, but a rising trend is now due
An uptrend in initial claims is probably still in the pipeline.
Tranquil labor market conditions unlikely to last much longer.
Generous seasonals still depressing claims, but an uptrend is coming.
Core prices back on track; real after-tax income growth slowing sharply
Manufacturers are past the worst, but claims will rise this spring.
One spike in the core deflator after three very small increases does not change the trend.
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