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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Chartbook Datanotes Emerging Asia
Ugly activity and employment numbers, further signs of disinflation.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
The economy’s main engine of growth is looking a lot weaker.
Net trade and equipment investment both set to drag on Q2 growth.
Probably depressed marginally by Juneteenth; the trend remains upwards.
Consistent with slowing consumption growth and a gently rising unemployment rate.
THE SLOWDOWN IS REAL, AND WILL PERSIST…
New mortgage rates still far too high for transactions to recover
A gradual recovery is taking hold, but manufacturing is too small to alter the bigger picture.
Inflation pressures reassuringly absent, given the surge in shipping costs.
A further slowdown in consumption growth seems increasingly likely.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,