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Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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Fallout from the war adding to the pressures on homebuilders.
Stronger sales reflect one-time boosts, underlying trend probably still weak
The latest sales data are near worthless; homebuilders are still under pressure.
Permits still lower than in early 2025; a further drop beckons.
The outlook for homebuilders remains tough.
Weak underlying sales probably a sign of what's to come.
Signs of stabilization, but big headwinds remain.
October's strength in control sales looks unlikely to last.
Weak jobs market continues to depress consumers.
Boost from lower rates likely has only a bit further to run.
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