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23rd Jan 2025 11:24USWeekly Monitor

  • Business confidence is net unchanged since before the election, while consumers are more downbeat.
  • PMI data signal strong growth in January payrolls, but other indicators point to renewed weakness.
  • We doubt Mr Trump can engineer a both boom in oil output and much lower rates in the short term.

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Keywords for: 27 January 2025 US Monitor

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