Pantheon Macroeconomics
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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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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.
Claims are noisy at the turn of the year; forward-looking indicators point to a renewed rise ahead.
Expect further mild core PCE increases in the near term.
Services growth still robust, but the inflation outlook is encouraging.
Revisions reveal a weaker trend in household income growth and a lower saving rate.
Subdued core PCE inflation and slowing ECI growth green light further material Fed easing.
Undershooting the Fed’s June core PCE forecast for the third straight month.
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