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Below is a list of our Publications for the last 5 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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Consumers breathe a sigh of relief, but the labor market still is softening.
Economy robust in the face of tariff uncertainty for now.
Extremely low response rate and partisan divide raise questions over reliability.
Pointing to a sharp fall in new home sales & residential construction.
Tariff shock puts small business under further pressure.
Mismeasurement likely distorting the Q1 numbers; underlying trend solid.
We doubt services inflation will reaccelerate sharply.
Trade and inventories data leave a negative Q1 GDP print looking far more likely.
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence