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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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Pick-up probably election-related; spending growth unlikely to keep strengthening.
Sentiment improving, but mortgage rates remain too high for demand to recover materially.
Lower rates put a floor under new home sales.
Lower mortgage rates came too late for this month's survey.
Confidence improves, but the fundamentals are still shaky.
The single-family construction boom seems to be fading.
Consistent with slowing consumption growth and a gently rising unemployment rate.
A decent bounce, but the headwinds to consumption are mounting.
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