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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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Emerging Asia Datanotes Chartbook
Encouraging signs, but an unreliable guide to the hard data.
Encouraging signs, but big headwinds remain.
Still pointing to a weaker labor market, but big recent revisions raise questions.
Pointing to a slowdown in underlying GDP growth in Q1.
The latest sales data are near worthless; homebuilders are still under pressure.
Underlying growth still solid in Q4, but likely to wane.
Much weaker GDP growth of about 2% now looks likely in Q4
JANUARY PAYROLLS ARE JUST A FLASH IN THE PAN...
Less to the recent upturns than initially meets the eye.
Permits still lower than in early 2025; a further drop beckons.
The outlook for homebuilders remains tough.
Above trend due to mild weather and a blip in healthcare jobs.
Weak underlying sales probably a sign of what's to come.
Probably overstating the labor market’s health.
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