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20th Mar 2025 18:21USWeekly Monitor

  • Improving aggregate household balance sheets last year masked a big rise in loan delinquencies.
  • More people will miss loan payments as unemployment increases and student loan payments jump.
  • The sharp fall in stock prices likely will weigh on the March flash estimate of the S&P composite PMI.

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Keywords for: 24 March 2025 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence