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Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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Manufacturing is surviving rather than thriving.
Q3's strength is unlikely to be sustained.
THE PAUSE IN THE FED’S EASING CYCLE WILL BE BRIEF...
The implied jump in services inflation makes little sense.
October's strength in control sales looks unlikely to last.
Manufacturing capex and hiring likely to remain very weak
Core goods inflation likely to retreat in H1 2026.
EXPECT AN EXTENDED FED EASING CYCLE...
Improving slightly, but investment still soft outside of tech.
Weak jobs market continues to depress consumers.
Boost from lower rates likely has only a bit further to run.
December hangs in the balance, but substantial easing probably still lies ahead.
Dip in mortgage rates providing only a small tailwind.
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