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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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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.
Confidence improves, but the fundamentals are still shaky.
Core inflation on track to hit the target in mid-2025.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Hit to Q2 GDP growth from net trade probably offset by inventories and investment.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
A strong Q2 for manufacturing, but major headwinds persist.
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