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Below is a list of our 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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Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%
Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%.
Undershooting the Fed’s June core PCE forecast for the third straight month.
The rising trend has flattened off; expect a run of lower numbers this fall.
Expect a small rise in H2 sales, but the weakening labor market will constrain activity.
Weekly data are noisy; the underlying trend is still deteriorating.
The underlying trend still looks flat; expect continued stagnation ahead.
Underlying claims rising only slowly for now, but expect a faster deterioration ahead.
This week’s Fed inaction was a mistake; the case for 50bp in September is strong.
Core inflation on track to hit the target in mid-2025.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
Tentative signs of recovery in the multi-family sector, but single-family starts look set to fall further.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
Depressed again by the shift to web-based data collection.
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