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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Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
The economy’s main engine of growth is looking a lot weaker.
Net trade and equipment investment both set to drag on Q2 growth.
New mortgage rates still far too high for transactions to recover
A gradual recovery is taking hold, but manufacturing is too small to alter the bigger picture.
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
A solid headline number, but the labor market is a weak spot.
ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.
Manufacturing recovery fizzling out before it has even begun.
A headscratcher, but an unreliable signal for the broader economy.
A decent bounce, but the headwinds to consumption are mounting.
Not definitive, but consistent with the idea that the trend is starting to rise.
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