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Below is a list of our US Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
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Politics still making the NFIB harder to read.
Tariff worries likely pushing up inflation expectations.
Early signs of improvement, but still depressed.
Homebuilders seem too optimistic about the outlook.
Services growth still robust, but the inflation outlook is encouraging.
Post-Thanksgiving volatility probably drove the jump in initial claims.
A lackluster post-election pick-up confidence; inflation worries in check for now.
Services companies see few reasons for cheer in the election result.
Tentative signs of improvement, but still weak.
Import stockpiling likely to resume; equipment investment probably weak again in Q4.
Mostly a hurricane story, but sales probably will remain weak.
Hurricanes weigh on single-family starts, but the underlying trend is flat.
The softening in the labor market remains very gradual.
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