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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Manufacturing recovery already showing signs of fading.
Net trade set to drag heavily on growth amid a pre-tariff surge in imports.
Stronger growth in underlying orders unlikely to last much longer.
Waiting for more disinflation progress to ease again.
The underlying trend in residential construction is flat and likely to turn lower.
Manufacturing output held back by adverse weather; surveys point to a brief growth spurt ahead.
Low claims highlight lack of near-term pressure for Fed easing.
Post-Trump euphoria already starting to fade.
Underlying services inflation still likely to decline.
Tariff worries likely pushing up inflation expectations.
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