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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This week’s Fed inaction was a mistake; the case for 50bp in September is strong.
Weakening in private payroll growth points to multiple rate cuts in H2.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,