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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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Rounding off another weak quarter for equipment investment.
Consistent with still-subdued business investment.
Still consistent with resilient growth in consumption, for now
Business investment probably still set for a weak Q1
Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Consistent with another solid consumption print in Q1.
The underlying picture remains weak, despite the positive headline numbers.
People really like a rising stock market and falling gas prices
Sharp decline in inflation expectations is welcome news for the Fed.
Net trade unlikely to be a major swing factor in Q4 GDP growth.
Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.
The jump in inflation expectations probably is temporary, but the Fed won't like it.
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