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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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Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
The economy’s main engine of growth is looking a lot weaker.
New mortgage rates still far too high for transactions to recover
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
Not definitive, but consistent with the idea that the trend is starting to rise.
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