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
Please use the filters on the right to search for a specific date or topic.
Sentiment improving, but mortgage rates remain too high for demand to recover materially.
Bouncing back after a poor H1, but Q3’s momentum will not be sustained.
A significant recovery seems unlikely in the near term.
Lower rates put a floor under new home sales.
Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead
Expect a small rise in H2 sales, but the weakening labor market will constrain activity.
A weather-related plunge in July, but residential construction set for a weak Q3.
Lower mortgage rates came too late for this month's survey.
The PMI is probably a poor guide to the national picture.
Tentative signs of recovery in the multi-family sector, but single-family starts look set to fall further.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
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