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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Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%.
Undershooting the Fed’s June core PCE forecast for the third straight month.
Expect a small rise in H2 sales, but the weakening labor market will constrain activity.
The underlying trend still looks flat; expect continued stagnation ahead.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
New mortgage rates still far too high for transactions to recover
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