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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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Tapering is inching closer, but talk of rate hikes is de-ferred unless and until labor market signals flash red. The economy likely expanded at an 8.0% rate in Q2, led by...
The strong June retail sales numbers don't prove anything, but they are consistent with the idea that people have sufficient resources, and sufficient inclination, to...
The 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%
Consumption is the biggest single component of GDP, accounting for 68% of the economy.
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,
Surging Restaurant Demand is Set to Lift May and June Retail Sales
First Quarter Growth Likely was About 6%, Expect Better in Q2
Upside Risk for March Retail Sales as Stimulus Money Flows into Stores
23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk
Higher Spending on Services After Covid won't hurt Spending on Goods
Manufacturing/Services Gap Sticks as Economy Tracks Sideways
Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation
This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.
You've probably read several media stories by now reporting that retail spending over the Thanksgiving weekend was up, down, or unchanged from a year ago, based on credit card...
The impending appointment of ex-Fed Chair Yellen as Treasury Secretary is to be welcomed--a safer pair of hands is hard to imagine--but it does not change our view that...
Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.
The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...
We're expecting to learn today that shipments of core capital goods jumped at a 33% annualized rate in the third quarter, a record increase, and more than reversing the 19.7%...
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