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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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Sentiment improving, but mortgage rates remain too high for demand to recover materially.
Bouncing back after a poor H1, but Q3’s momentum will not be sustained.
Consistent with a 0.2% core PCE print; the momentum was in non-PCE components.
Low response rate suggests jump in payrolls very likely to be revised away.
Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.
Indicators with a better track record paint a much weaker picture.
Fast out the starting blocks; we expect further 50s soon.
Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead
PPI and CPI data suggest the August core PCE rose by about 0.14%, sustaining the slowdown.
Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%.
Undershooting the Fed’s June core PCE forecast for the third straight month.
The rising trend has flattened off; expect a run of lower numbers this fall.
Expect a small rise in H2 sales, but the weakening labor market will constrain activity.
Weekly data are noisy; the underlying trend is still deteriorating.
The underlying trend still looks flat; expect continued stagnation ahead.
Underlying claims rising only slowly for now, but expect a faster deterioration ahead.
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.
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