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Below is a list of our 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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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.
Politics still making the NFIB harder to read.
Tariff worries likely pushing up inflation expectations.
Early signs of improvement, but still depressed.
Homebuilders seem too optimistic about the outlook.
Services growth still robust, but the inflation outlook is encouraging.
Post-Thanksgiving volatility probably drove the jump in initial claims.
A lackluster post-election pick-up confidence; inflation worries in check for now.
Services companies see few reasons for cheer in the election result.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence