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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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Some of the near-real-time data are flattening; don't worry, it had to happen, and some will re-accelerate. The recovery is still on track, though we'll be much happier once...
A defining feature of the aftermath of the 2008 financial crisis was a sustained decline in the stock of bank lending to businesses.
Question: What's the fastest known mechanism for getting oil out of the ground?
The early signs are that the June payroll numbers will be materially stronger than May's.
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
Core PCE Inflation is Headed for 3%- plus, but Probably not in April
Surging Restaurant Demand is Set to Lift May and June Retail Sales
Noise Likely to Outweight the Signal in April's Retail Sales and IP Data
Too Soon for Taper Talk, Again, Despite the Improving Outlook
More Powell Pushback on Taper Timing Coming Today
Soaring Used Car and Truck Prices will Help Lift Inflation in Q2
First Quarter Growth Likely was About 6%, Expect Better in Q2
Upside Risk for March Retail Sales as Stimulus Money Flows into Stores
Core CPI Set To Rebound as the Services Sector Comes Back to Life
Stimulus Payments are Turbo-Charging Spending; Inflation Next?
The Services Sector Reopening Likely Drove up March Payrolls
Upside Risk for the February Core CPI, are Rents Starting to Rebound
We expect to see a 300K increase in February payrolls reported today, a bit better than the 195K consensus but barely visible against the 10½M shortfall compared to the level...
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