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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Government bond issuance props up credit creation, as M1 takes a dive
In one line: Imports look to be on the rise again.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
In one line: Headline points to weakness but the details are more positive
In one line: China's CPI print points to sluggish domestic demand; Producer price reflation hastens in May
June core PCE likely rose just 0.15%; the Fed can prepare the ground for a September rate cut.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence