Pantheon Macroeconomics
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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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Plunge in headline index startling but not definitive.
Mixed industrial surveys; don't believe the drop in claims
Manufacturing stabilising; downward pressure on margins increasing; dip in claims is seasonal fluke
Home prices are falling; don’t be deceived by the high year-over-year rate...
Plunging sales and soaring inventory will drive a shift to a new, lower equilibrium level of prices.
Expect a modest bounce in the July Philly Fed, and further signs of easing supply constraints.
Downward revisions to prior data and soft May consumption signal a real risk of a small dip in Q2 GDP…
…Not every fall in GDP signals recession, especially when payrolls are still rising rapidly.
The June ISM manufacturing index likely fell, but by much less than the Caixin PMI seems to imply.
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