Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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
Please use the filters on the right to search for a specific date or topic.
Datanotes Emerging Asia Chartbook
Inflation pressures reassuringly absent, given the surge in shipping costs.
A further slowdown in consumption growth seems increasingly likely.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
June core PCE likely rose just 0.15%; the Fed can prepare the ground for a September rate cut.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
A solid headline number, but the labor market is a weak spot.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
Manufacturing recovery fizzling out before it has even begun.
A headscratcher, but an unreliable signal for the broader economy.
Real incomes, spending and core prices increases are all slowing.
GDP details better than the headline, but growth is slowing.
A decent bounce, but the headwinds to consumption are mounting.
Better headline numbers, but the underlying trend is still weak.
The drop in sales is probably noise, but the underlying trend is weak.
Sales likely to stagnate for the next few months, at best.
PAYROLL GROWTH IS SET TO SLOW SHARPLY…
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,