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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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A significant recovery seems unlikely in the near term.
Little to suggest manufacturing is turning a corner.
Fast out the starting blocks; we expect further 50s soon.
Lower rates put a floor under new home sales.
Strong headline numbers, but a grim near-term outlook.
Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead
PPI and CPI data suggest the August core PCE rose by about 0.14%, sustaining the slowdown.
Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%.
Punishingly high borrowing costs continuing to weigh on hiring and capex plans.
Manufacturing on course for a fresh slump in Q3.
Undershooting the Fed’s June core PCE forecast for the third straight month.
Drag from trade on Q3 GDP growth likely to be offset elsewhere.
The rising trend has flattened off; expect a run of lower numbers this fall.
Ignore the headline, the underlying trend is very weak.
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