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Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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The latest sales data are near worthless; homebuilders are still under pressure.
Less to the recent upturns than initially meets the eye.
Weak underlying sales probably a sign of what's to come.
Q3's strength is unlikely to be sustained.
October's strength in control sales looks unlikely to last.
Improving slightly, but investment still soft outside of tech.
Weak jobs market continues to depress consumers.
Boost from lower rates likely has only a bit further to run.
Rates still too high for a sustained housing market renaissance.
Lower mortgage rates boost sales, but major headwinds remain.
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