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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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Further falls in prices likely needed to get sales moving again.
The rebound in growth implied by the PMI looks too good to be true.
July’s weak employment report means inflation worries look overblown.
July bounce in starts likely noise; underlying trends remain weak.
Price pressures are building, but July's data overstate the intensity.
Collapsing response rate casts doubt, but the backdrop looks weak.
A further climb in goods inflation is still in the pipeline.
Revisions reveal a sharp slowdown; September easing incoming.
Auto shutdowns distort the picture; labor market likely still loosening.
Weak demand and recovering supply are putting pressure on prices.
Hard to trust given the rock-bottom response rate.
Low simply because auto plant shutdowns have been less prevalent than usual.
Sales growth less impressive in real terms; consumer slowdown continues.
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