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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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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.
Depressed again by the shift to web-based data collection.
Weakening in private payroll growth points to multiple rate cuts in H2.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
Probably depressed marginally by Juneteenth; the trend remains upwards.
Consistent with slowing consumption growth and a gently rising unemployment rate.
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