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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Price pressures are building, but July's data overstate the intensity.
Collapsing response rate casts doubt, but the backdrop looks weak.
Flattered by GDP distortions in Q2, but the underlying trend still is solid.
A further climb in goods inflation is still in the pipeline.
Revisions reveal a sharp slowdown; September easing incoming.
Core inflation set to climb further as spending barely grows.
Auto shutdowns distort the picture; labor market likely still loosening.
Weak demand and recovering supply are putting pressure on prices.
The underlying trend in residential construction is flat and likely to turn lower.
Hard to trust given the rock-bottom response rate.
Low simply because auto plant shutdowns have been less prevalent than usual.
Sales growth less impressive in real terms; consumer slowdown continues.
Services disinflation is partly countering the tariff uplift to goods prices.
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