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 Weekly Monitor
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.
May core PCE likely rose just 0.11%, well below the Fed’s expectations.
June core PCE likely rose just 0.15%; the Fed can prepare the ground for a September rate cut.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
A solid headline number, but the labor market is a weak spot.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,