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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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.
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.
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.
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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