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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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In one line: Startling, again, but mostly Covid-driven.
The Dallas Fed last week published a short blog post--seehere--focused on the predictive power of their trimmed mean PCE inflation measure.
In one line: The reopening spike continues; the Fed better be right about "bottlenecks".
The Covid picture nationally continues to improve, with the seven-day average number of cases now at just 11.1K, down 24% from a week ago and 62% from a month ago.
With half the June data now available, we're more confident now in calling the bottom for mortgage applications.
In one line: The reopening spike continues; the Fed better be right about "bottlenecks".
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
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
Markets and the Fed will React Differently if May Payrolls Rebound
Surging Restaurant Demand is Set to Lift May and June Retail Sales
Inflation Expectations Should Fall in H2 as Food, Energy Pressure Fades
University of Michigan Consumer Sentiment Survey, May preliminary 2021
Covid-Sensitive Components Drove the April CPI, What Next
April Payrolls Likely Rose at a Solid Pace, but Bigger Gains are Coming
What's Driving ECI Wages, Technicalities, or Real Pressures
Core Capital Goods Orders aren't Softening, it Just Looks that Way
The Council of Economic Advisors Might be Right About Inflation, or...
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