Search Results: 65
Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.
Sorry, but our website is best viewed on a device with a screen width greater than 320px. You can contact us at: email@example.com.
65 matches for " us data":
China's manufacturing PMIs have softened in Q4. Indeed, we think the indices understate the slowdown in real GDP growth in Q4, as anti-pollution curbs were implemented. More positively, though, real GDP growth should rebound in Q1 as these measures are loosened.
In one line: Manufacturing is still stagnating.
In one line: Decent core manufacturing hidden by weather-driven utility plunge.
In one line: GM drives up production; core manufacturing is stagnant.
In one line: The post-tariff plunge in imports is starting to reverse.
In one line: Not sustainable.
In one line: A sustained surge is underway.
In one: Both headlines are misleading.
In one line: Don't worry about the consumption slowdown; will rebound in Q1.
In one word: Astonishing.
In one line: Unsustainable, but the trend is still pretty strong.
In one line: A bit disappointing, but expect rising sales over the next few months.
In one line: Both volumes and prices have further to rise.
In one line: Good news, but it won't last.
In one line: The rebound from the tax hit continues, fitfully.
In one line: Spectacular but clearly unsustainable.
In one line: Headline weakness hides employment rebound, but is it real?
In one line: Underlying PPI trends aren't as weak as Nov headlines; claims hit holdiay seasonal noise.
In one line: Spending growth slowing in Q4, but it's only a correction.
In one line: No overall PPI threat, but airline fares jump will lift the core PCE deflator.
In one line: Productivity growth has peaked; expect a clear H1 slowdown.
In one line: Don't worry about the soft control number.
In one line: Solid Dec but downward revisions will hit Q4 GDP estimates.
In one line: Consumption and core PCE inflation will both rebound in Q1.
In one line: Noise not signal; the housing market is strengthening.
In one line: Not as good as the headlines.
In one line: Meh. But the trend is *much* better than surveys suggest.
In one line: Back to trend.
In one line: Thank the S&P.
In one line: Disappointing, but not a change in the trend.
In one line: A correction; the trend is rising and new cycle highs are coming.
In one line: Ouch. The manufacturing recession continues.
In one line: Rents and heathcare lift the core; they are the key risks for 2020.
In one line: Fed holds meeting; no-one hurt.
In one line: We aren't going to do anything, unless things change materially.
In one line: As you were, mostly.
In one line: Bouncing along the bottom; no real recovery in sight.
In one line: The hit from tariffs on consumer goods has gone, mostly.
In one line: Lifted by the stock market.
In one line: Nothing to worry about here; the trend might even be falling again.
In one line: Still soft, but expect a bounce next month from the Phase One trade deal.
In one line: The jump in capex orders is welcome but impossible to square with surveys; expect a correction.
In one line: Spectacular but unsustainable.
No surprises in the statement; the IOER cut is technical, not a policy change.
In one line: From huge undershoot to modest overshoot?
In one line: Spectacular, but it likely overstates the official numbers.
In one line: The headline jump is noise, but so--we hope--is the drop in core capital goods orders.
In one line: Better, but still weak.
In one line: Sentiment is solid, but job openings are softening.
In one line: Housing is the hottest part of the whole economy.
In one line: Boeing, probably.
In one line: The first step towards mean reversion; the deficit will rise further in Q1.
In one line: Still very solid overall, but auto buying plans weak.
In one line: Housing still strong, but confidence data point to slowing spending growth.
In one word: Ignorable.
In one line: Core inflation is stable for now, but will rise in H1.
In one line: Soft, and no rebound likely near-term.
In one line: Is the invincible consumer wobbling? Too soon to be sure, but Q4 looking soft.
In one line: Strong almost everywhere.
In one line: Rising stock prices lift small business sentiment; labor market still tight.
In one line: Ignore the drop in income, but the softening in spending growth is real.
In one line: No signs of manufacturing rebound here.
In one line: Philly details much less spectacular than the headline; jobless claims back to lows.
In one line: Philly Fed details weaker than the headline, but still strong; Claims *might* be turning up.
The number of coronavirus cases continues to increase, but we're expecting to see signs that the number of new cases is peaking within the next two to three weeks.
pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent analysis, independent macroeconomic research, independent, analysis, research, economic intelligence, economy, economic, economics, economists, , Ian Shepherdson, financial market, macro research, independent macro research