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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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Claims are noisy at the turn of the year; forward-looking indicators point to a renewed rise ahead.
Expect further mild core PCE increases in the near term.
Services growth still robust, but the inflation outlook is encouraging.
Revisions reveal a weaker trend in household income growth and a lower saving rate.
Subdued core PCE inflation and slowing ECI growth green light further material Fed easing.
Undershooting the Fed’s June core PCE forecast for the third straight month.
The PMI is probably a poor guide to the national picture.
Core inflation on track to hit the target in mid-2025.
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