Pantheon Macroeconomics
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Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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CONSUMERS’ SPENDING IS SLOWING...
...WEAKER PAYROLLS IN Q3 WILL EXERT FURTHER PRESSURE
The underlying trend in residential construction is flat and likely to turn lower.
Hard to trust given the rock-bottom response rate.
Low simply because auto plant shutdowns have been less prevalent than usual.
Sales growth less impressive in real terms; consumer slowdown continues.
Services disinflation is partly countering the tariff uplift to goods prices.
The June rise in core goods prices, ex-autos, was the biggest in three years; import-sensitive prices leapt...
...But only a quarter of the tariff costs has come through so far; expect even bigger price rises in July.
CPI services inflation will continue to cool, but it will offset only about half the pick-up in goods inflation.
Committee is more clearly split; weaker labor market to tip the balance by September.
Plunging response rate raises big questions about reliability.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,