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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Emerging Asia Datanotes Weekly Monitor Global
Net trade probably only a small drag on headline growth in Q3.
Underlying equipment investment is still weak, but computers and aircraft are red hot.
A significant recovery seems unlikely in the near term.
Little to suggest manufacturing is turning a corner.
Fast out the starting blocks; we expect further 50s soon.
Lower rates put a floor under new home sales.
Strong headline numbers, but a grim near-term outlook.
Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead
PPI and CPI data suggest the August core PCE rose by about 0.14%, sustaining the slowdown.
Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%.
Punishingly high borrowing costs continuing to weigh on hiring and capex plans.
Manufacturing on course for a fresh slump in Q3.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,