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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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Pointing to a sharp slowdown in wage growth.
Reliability questionable, but grim reading nonetheless.
Likely sending a false alarm on services inflation.
Tariff-led jump goods inflation likely to be temporary.
Rock-bottom response rate casts doubt over reliability.
Shutdown hit limited for now, but strong headwinds remain.
An unreliable guide to growth in services spending.
Unemployment fears resurge; discretionary spending likely to remain subdued.
Labor demand and capex plans still depressed.
Jump in new orders obscured underlying weakness.
Collapsing response rate casts doubt, but the backdrop looks weak.
A further climb in goods inflation is still in the pipeline.
Hard to trust given the rock-bottom response rate.
Plunging response rate raises big questions about reliability.
Supply-side disruptions giving way to weak demand.
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