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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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The post-election pick-up in sentiment has faded quickly.
Revisions reveal a weaker trend in household income growth and a lower saving rate.
Constrained by hurricanes and falling prices; real consumption still likely to grow briskly in Q4.
Weakness due to high mortgage rates, not hurricanes or the approaching elections.
Bouncing back after a poor H1, but Q3’s momentum will not be sustained.
Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead
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