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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Tentative signs of recovery in the multi-family sector, but single-family starts look set to fall further.
The single-family construction boom seems to be fading.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
Output lacking momentum, but goods inflation still very much in check.
Depressed again by the shift to web-based data collection.
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.
New mortgage rates still far too high for transactions to recover
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