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Below is a list of our Publications for the last 5 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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Supply chain disruptions providing a temporary boost to activity.
Clearer signs of precautionary stockpilling.
Supply chain disruptions adding to price pressures.
On hold for now, but the likelihood of easing further ahead in underrated.
Supply-chain risks prompting a rush of activity and greater price pressures.
Strength in sales likely to unwind as tax refunds taper off.
Still painting a subdued picture of the main street economy.
The recent resilience in consumers’ spending probably is on borrowed time.
Strong productivity growth is restraining unit labor costs.
Soft sales and high inventory point to price cuts and a drop in housing starts.
In one line: Prices index likely sending a false alarm.
Growth outside of the tech sector already was anemic ahead of the energy shock.
In one line: Growth outside of the tech sector already was anemic ahead of the energy shock.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence