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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Clearer signs of precautionary stockpilling.
Flat trend in permits points to relapse in starts soon.
On hold for now, but the likelihood of easing further ahead in underrated.
Supply-chain risks prompting a rush of activity and greater price pressures.
Strength in sales likely to unwind as tax refunds taper off.
Still painting a subdued picture of the main street economy.
Stagnant, with no positive catalyst immediately in sight.
A mixed bag; hiring indicators suggest a long wait for a substantial improvement.
Labor demand still trending down, implying March payrolls jump was just a blip.
Spending growth probably still slowing, labor market still weak.
Core services inflation unlikely to accelerate sharply.
Early signs of a manufacturing margins squeeze.
Fallout from the war adding to the pressures on homebuilders.

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