Pantheon Macroeconomics
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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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Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Sharp drop in claims probably is noise; the ADP is deeply unreliable.
Poor, but likely to improve over the next couple months.
The underlying picture remains weak, despite the positive headline numbers.
Beginning to turn the corner, but the recovery will be slow.
Probably an overshoot, but a steady increase in single-family starts lies ahead.
Unwinding of the UAW strike hit boosts manufacturing, but output ex-autos remains weak.
Real consumption is on course for a solid Q4, but slower than Q3.
Stuck in a rut, with few signs of an improvement ahead.
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