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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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Hit to payrolls from Milton likely was limited.
No reason to change payroll forecasts, given ADP's poor record
Pick-up probably election-related; spending growth unlikely to keep strengthening.
Larger deficit driven by stockpiling in preparation for the port strikes.
Boost from Milton underwhelms, while claims elsewhere drop back.
Weakness due to high mortgage rates, not hurricanes or the approaching elections.
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.
Boeing strike weighs on an already struggling sector.
Helene and strikes obscure the underlying trend.
Consistent with a 0.2% core PCE print; the momentum was in non-PCE components.
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