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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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No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.
No real sign yet of tariff-linked layoffs.
Further signs of uncertainty weighing on housing.
Pre-tariff jump in manufacturing output likely to reverse sharply.
A slump in manufacturing activity and surge in goods inflation lies ahead.
Confidence crumbling even before "Liberation Day".
Healthcare driving payroll growth again; ongoing support will offset some tariff damage.
Clear signs of an underlying consumer slowdown.
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