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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Drag from trade on Q3 GDP growth likely to be offset elsewhere.
Ignore the headline, the underlying trend is very weak.
A weather-related plunge in July, but residential construction set for a weak Q3.
Headline index surges, but the details still point to weakness.
Meagre growth in unit labor costs supports the case for policy easing.
The PMI is probably a poor guide to the national picture.
Confidence improves, but the fundamentals are still shaky.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
The single-family construction boom seems to be fading.
Output lacking momentum, but goods inflation still very much in check.
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