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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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Subdued core PCE inflation and slowing ECI growth green light further material Fed easing.
Underlying equipment investment is still weak, but computers and aircraft are red hot.
Undershooting the Fed’s June core PCE forecast for the third straight month.
Ignore the headline, the underlying trend is very weak.
Core inflation on track to hit the target in mid-2025.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
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.
Net trade and equipment investment both set to drag on Q2 growth.
Real incomes, spending and core prices increases are all slowing.
Better headline numbers, but the underlying trend is still weak.
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