Pantheon Macroeconomics
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Below is a list of our US Publications for the last 6 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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Head-scratching numbers kill March stone dead, and threaten May too
Tentative signs that manufacturing is past the worst.
Core inflation falling steadily across all three components.
Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Consistent with another solid consumption print in Q1.
Likely weather-depressed; trend uncertain but very low
Starts data are noisy, but a modest housing recovery is underway.
UAW strike impact fully reversed in December; manufacturing output ex-autos is still falling outright.
Wait for the core PCE before rushing to inflation judgment
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