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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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Clear signs of an underlying consumer slowdown.
Still set for decent spending growth in Q1 overall, but a slowdown looms further ahead.
Decision-making on hold until the federal policy outlook becomes clearer.
Labor demand still deteriorating, amid tight monetary policy and elevated uncertainty.
Net trade and inventories likely dragged heavily on Q4 GDP growth.
Aircraft likely drove a plunge in equipment investment in Q4.
Manufacturing still looks fragile despite this improvement.
Disinflation still progressing; core PCE deflator likely up just 0.2%.
Massive rise in airline fares leaves core PCE deflator set to rise by 0.3%.
Politics still making the NFIB harder to read.
Claims are noisy at the turn of the year; forward-looking indicators point to a renewed rise ahead.
Early signs of improvement, but still depressed.
Expect further mild core PCE increases in the near term.
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