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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Net trade probably only a small drag on headline growth in Q3.
Underlying equipment investment is still weak, but computers and aircraft are red hot.
Undershooting the Fed’s June core PCE forecast for the third straight month.
Drag from trade on Q3 GDP growth likely to be offset elsewhere.
Ignore the headline, the underlying trend is very weak.
Core inflation on track to hit the target in mid-2025.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Hit to Q2 GDP growth from net trade probably offset by inventories and investment.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
The economy’s main engine of growth is looking a lot weaker.
Net trade and equipment investment both set to drag on Q2 growth.
Real incomes, spending and core prices increases are all slowing.
GDP details better than the headline, but growth is slowing.
Better headline numbers, but the underlying trend is still weak.
Rounding off another weak quarter for equipment investment.
Yet another sign growth in payrolls is slowing sharply.
Core prices back on track; real after-tax income growth slowing sharply
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