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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 rising trend has flattened off; expect a run of lower numbers this fall.
Ignore the headline, the underlying trend is very weak.
Expect a small rise in H2 sales, but the weakening labor market will constrain activity.
Clearer signs that services sector employment is rolling over.
Underlying claims have plateaued, and will probably slip back in the near term.
A weather-related plunge in July, but residential construction set for a weak Q3.
Lower mortgage rates came too late for this month's survey.
Weekly data are noisy; the underlying trend is still deteriorating.
The underlying trend still looks flat; expect continued stagnation ahead.
Headline index surges, but the details still point to weakness.
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.
Meagre growth in unit labor costs supports the case for policy easing.
The PMI is probably a poor guide to the national picture.
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