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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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The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Hit to Q2 GDP growth from net trade probably offset by inventories and investment.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
A strong Q2 for manufacturing, but major headwinds persist.
Tentative signs of recovery in the multi-family sector, but single-family starts look set to fall further.
The single-family construction boom seems to be fading.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
Output lacking momentum, but goods inflation still very much in check.
Depressed again by the shift to web-based data collection.
Weakening in private payroll growth points to multiple rate cuts in H2.
Ugly activity and employment numbers, further signs of disinflation.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
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