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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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The first estimate of job postings is noisy; labor demand is still weakening.
Revisions reveal a weaker trend in household income growth and a lower saving rate.
Flat ex-Boeing and ex-storms; the trend will remain weak next year.
Constrained by hurricanes and falling prices; real consumption still likely to grow briskly in Q4.
PCE components rose rapidly; on course for a 0.30% core PCE increase
Boosted partly by temporary supply chain disruption; core services inflation is still falling.
Sentiment improving, but mortgage rates remain too high for demand to recover materially.
PPI and CPI data suggest the August core PCE rose by about 0.14%, sustaining the slowdown.
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