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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Low response rate suggests jump in payrolls very likely to be revised away.
Still consistent with further falls in services inflation.
Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.
Indicators with a better track record paint a much weaker picture.
Still depressed; core goods prices likely to keep falling.
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
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