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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Bouncing back after a poor H1, but Q3’s momentum will not be sustained.
Underlying equipment investment is still weak, but computers and aircraft are red hot.
A significant recovery seems unlikely in the near term.
Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead
Ignore the headline, the underlying trend is very weak.
Expect a small rise in H2 sales, but the weakening labor market will constrain activity.
The PMI is probably a poor guide to the national picture.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
Net trade and equipment investment both set to drag on Q2 growth.
New mortgage rates still far too high for transactions to recover
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