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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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Subdued core PCE inflation and slowing ECI growth green light further material Fed easing.
Larger deficit driven by stockpiling in preparation for the port strikes.
Weakness due to high mortgage rates, not hurricanes or the approaching elections.
Boeing strike weighs on an already struggling sector.
Consistent with a 0.2% core PCE print; the momentum was in non-PCE components.
Tight credit still weighing heavily on small companies.
Low response rate suggests jump in payrolls very likely to be revised away.
Still consistent with further falls in services inflation.
Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.
Indicators with a better track record paint a much weaker picture.
Still depressed; core goods prices likely to keep falling.
Little to suggest manufacturing is turning a corner.
Fast out the starting blocks; we expect further 50s soon.
Lower rates put a floor under new home sales.
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