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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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Pick-up probably election-related; spending growth unlikely to keep strengthening.
Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%.
Undershooting the Fed’s June core PCE forecast for the third straight month.
Drag from trade on Q3 GDP growth likely to be offset elsewhere.
Ignore the headline, the underlying trend is very weak.
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.
The underlying trend still looks flat; expect continued stagnation ahead.
Headline index surges, but the details still point to weakness.
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.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
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