Pantheon Macroeconomics
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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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Jump in new orders obscured underlying weakness.
The rebound in growth implied by the PMI looks too good to be true.
A further climb in goods inflation is still in the pipeline.
Supply-side disruptions giving way to weak demand.
Economy robust in the face of tariff uncertainty for now.
We doubt services inflation will reaccelerate sharply.
A slump in manufacturing activity and surge in goods inflation lies ahead.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,