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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The PMI is probably a poor guide to the national picture.
Confidence improves, but the fundamentals are still shaky.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
The single-family construction boom seems to be fading.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
Output lacking momentum, but goods inflation still very much in check.
New mortgage rates still far too high for transactions to recover
The drop in sales is probably noise, but the underlying trend is weak.
Sales likely to stagnate for the next few months, at best.
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