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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Overstating the gloom, but a downbeat message nonetheless.
Still an unreliable guide to services spending.
Manufacturing capex and hiring likely to remain very weak
Core goods inflation likely to retreat in H1 2026.
Pointing to a sharp slowdown in wage growth.
Reliability questionable, but grim reading nonetheless.
Likely sending a false alarm on services inflation.
Tariff-led jump goods inflation likely to be temporary.
Rock-bottom response rate casts doubt over reliability.
Shutdown hit limited for now, but strong headwinds remain.
An unreliable guide to growth in services spending.
Jump in new orders obscured underlying weakness.

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