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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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Momentum fading from both spending and core inflation.
Real equipment investment still set for modest decline in Q3.
Multi-family is rolling over; single-family is stable, for now
Core manufacturing was strong in August, but it's likely unsustainable
Talk of re-acceleration in consumers' spending growth is overdone.
Rise in selling price index is msotly due to higher commodity prices; the downward trend remains intact.
Increase in prices index is nothing to worry about; downshift in core goods inflation has much further to run.
Unemployment and wages data reduce September hike odds still further
Expectations index still points to faster real consumption growth in H2, but we are not convinced.
A temporary departure from the otherwise-upwards trend.
Five-to-10-year inflation expectations yet to break out of their narrow range.
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