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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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Weakness due to high mortgage rates, not hurricanes or the approaching elections.
Bouncing back after a poor H1, but Q3’s momentum will not be sustained.
A significant recovery seems unlikely in the near term.
Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead
Expect a small rise in H2 sales, but the weakening labor market will constrain activity.
The PMI is probably a poor guide to the national picture.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
New mortgage rates still far too high for transactions to recover
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