Pantheon Macroeconomics
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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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Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.
A new cycle low, but a modest rebound is coming soon.
The recovery in construction activity is stalling, for now.
Most of the October weakness reflects the UAW strike; expect a November rebound.
Layoffs hit 12-week high, but remain below cycle peaks, for now
The (almost) final nail in the coffin of the Fed's rate hike optionality
Nudging back up, but no sustained increase visible on the near horizon
Signalling softer spending on services after the summer blowout.
The rebalancing continues; chance of a Dec hike dips further
Unit labor costs consistent with the inflation target, if sustained
Higher rates are putting the brakes on the recovery in manufacturing.
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