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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.
Further falls in prices likely needed to get sales moving again.
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.
July’s weak employment report means inflation worries look overblown.
July bounce in starts likely noise; underlying trends remain weak.
THE ECONOMY WILL REMAIN STUCK IN A LOW GEAR IN H2
The outlook for homebuilding remains grim.
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.
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