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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
Please use the filters on the right to search for a specific date or topic.
Tariff worries likely pushing up inflation expectations.
Early signs of improvement, but still depressed.
Some signs of pre-tariff inventory accumulation, but few firms are raising prices.
A lackluster post-election pick-up confidence; inflation worries in check for now.
Services companies see few reasons for cheer in the election result.
Tentative signs of improvement, but still weak.
October's improvement mostly reflects politics.
Boosted partly by temporary supply chain disruption; core services inflation is still falling.
Weakness in the sector extends well beyond Boeing.
Still consistent with further falls in services inflation.
Still depressed; core goods prices likely to keep falling.
Little to suggest manufacturing is turning a corner.
Manufacturing on course for a fresh slump in Q3.
Output lacking momentum, but goods inflation still very much in check.
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