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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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The first estimate of job postings is noisy; labor demand is still weakening.
Revisions reveal a weaker trend in household income growth and a lower saving rate.
Import stockpiling likely to resume; equipment investment probably weak again in Q4.
Mostly a hurricane story, but sales probably will remain weak.
Hurricanes weigh on single-family starts, but the underlying trend is flat.
Flat ex-Boeing and ex-storms; the trend will remain weak next year.
Constrained by hurricanes and falling prices; real consumption still likely to grow briskly in Q4.
PCE components rose rapidly; on course for a 0.30% core PCE increase
October's improvement mostly reflects politics.
Boosted partly by temporary supply chain disruption; core services inflation is still falling.
Weakness in the sector extends well beyond Boeing.
Hit to payrolls from Milton likely was limited.
No reason to change payroll forecasts, given ADP's poor record
Boost from Milton underwhelms, while claims elsewhere drop back.
Sentiment improving, but mortgage rates remain too high for demand to recover materially.
Helene and strikes obscure the underlying trend.
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