Pantheon Macroeconomics
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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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Manufacturing on course for a fresh slump in Q3.
Drag from trade on Q3 GDP growth likely to be offset elsewhere.
Ignore the headline, the underlying trend is very weak.
Clearer signs that services sector employment is rolling over.
Underlying claims have plateaued, and will probably slip back in the near term.
A weather-related plunge in July, but residential construction set for a weak Q3.
Lower mortgage rates came too late for this month's survey.
Headline index surges, but the details still point to weakness.
Meagre growth in unit labor costs supports the case for policy easing.
The PMI is probably a poor guide to the national picture.
Confidence improves, but the fundamentals are still shaky.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence