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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Worsening job availability points to a further rise in the unemployment rate.
Drops in the openings-to-unemployment ratio and quits signals slower wage growth ahead.
Turnaround in consumers’ spending built on shaky foundations.
Economy's momentum looks strong in Q3 but unlikely to last.
Unemployment fears resurge; discretionary spending likely to remain subdued.
The puzzle of retailers’ margins has just been revised away.
Surge driven by Texas; the trend is still gently upward sloping.
Labor demand and capex plans still depressed.
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.
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