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.
A September easing looks nailed on, with more likely to follow.
The rebound in growth implied by the PMI looks too good to be true.
The outlook for homebuilding remains grim.
Auto shutdowns distort the picture; labor market likely still loosening.
Low simply because auto plant shutdowns have been less prevalent than usual.
More to the uptick in claims than residual seasonality.
No real sign yet of tariff-linked layoffs.
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