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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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Bouncing back after a poor H1, but Q3’s momentum will not be sustained.
Net trade probably only a small drag on headline growth in Q3.
Underlying equipment investment is still weak, but computers and aircraft are red hot.
A significant recovery seems unlikely in the near term.
Strong headline numbers, but a grim near-term outlook.
Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead
PPI and CPI data suggest the August core PCE rose by about 0.14%, sustaining the slowdown.
Punishingly high borrowing costs continuing to weigh on hiring and capex plans.
Manufacturing on course for a fresh slump in Q3.
The rising trend has flattened off; expect a run of lower numbers this fall.
Clearer signs that services sector employment is rolling over.
Underlying claims have plateaued, and will probably slip back in the near term.
Lower mortgage rates came too late for this month's survey.
Weekly data are noisy; the underlying trend is still deteriorating.
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