Pantheon Macroeconomics
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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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Datanotes Emerging Asia Chartbook
Weakening in private payroll growth points to multiple rate cuts in H2.
Ugly activity and employment numbers, further signs of disinflation.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
The economy’s main engine of growth is looking a lot weaker.
Net trade and equipment investment both set to drag on Q2 growth.
Probably depressed marginally by Juneteenth; the trend remains upwards.
Consistent with slowing consumption growth and a gently rising unemployment rate.
THE SLOWDOWN IS REAL, AND WILL PERSIST…
New mortgage rates still far too high for transactions to recover
A gradual recovery is taking hold, but manufacturing is too small to alter the bigger picture.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,