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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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Encouraging, but far from definitive.
Manufacturing output held back by adverse weather; surveys point to a brief growth spurt ahead.
Low claims highlight lack of near-term pressure for Fed easing.
Disinflation still on track; consistent with 2.6% core PCE inflation, down 0.2pp from December.
Seasonals still failing to offset new year price rises; February data will reassure the FOMC.
Post-Trump euphoria already starting to fade.
Tariffs worries continue to weigh on confidence.
Positive near-term revisions offset the subpar January print; a March easing is off the table.
Trend still low for now; leading indicators paint a mixed picture.
Underlying services inflation still likely to decline.
Underlying services inflation still likely to decline.
Poor track record suggests ADP’s resilient picture should be disregarded.
Labor demand still deteriorating, amid tight monetary policy and elevated uncertainty.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,