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Pantheon Macroeconomics
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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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DOGE layoffs not a big issue for claims just yet.
The underlying trend in residential construction is flat and likely to turn lower.
Encouraging, but far from definitive.
Low claims highlight lack of near-term pressure for Fed easing.
Post-Trump euphoria already starting to fade.
Tariffs worries continue to weigh on confidence.
Tariff front-running prompts a surge in consumption; capex hit by Boeing strike.
Net trade and inventories likely dragged heavily on Q4 GDP growth.
Aircraft likely drove a plunge in equipment investment in Q4.
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