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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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Revisions reveal a weaker trend in household income growth and a lower saving rate.
Mostly a hurricane story, but sales probably will remain weak.
Constrained by hurricanes and falling prices; real consumption still likely to grow briskly in Q4.
Subdued core PCE inflation and slowing ECI growth green light further material Fed easing.
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
Undershooting the Fed’s June core PCE forecast for the third straight month.
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.
Core inflation on track to hit the target in mid-2025.
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