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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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Still set for decent spending growth in Q1 overall, but a slowdown looms further ahead.
Manufacturing recovery already showing signs of fading.
Net trade set to drag heavily on growth amid a pre-tariff surge in imports.
Stronger growth in underlying orders unlikely to last much longer.
Waiting for more disinflation progress to ease again.
The underlying trend in residential construction is flat and likely to turn lower.
Manufacturing output held back by adverse weather; surveys point to a brief growth spurt ahead.
Low claims highlight lack of near-term pressure for Fed easing.
Disinflation still on track; consistent with 2.6% core PCE inflation, down 0.2pp from December.
Seasonals still failing to offset new year price rises; February data will reassure the FOMC.
Post-Trump euphoria already starting to fade.
Positive near-term revisions offset the subpar January print; a March easing is off the table.
Underlying services inflation still likely to decline.
Poor track record suggests ADP’s resilient picture should be disregarded.
Continuing claims consistent with flat unemployment in January.
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