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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Tentative signs that manufacturing is past the worst.
Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Likely weather-depressed; trend uncertain but very low
Starts data are noisy, but a modest housing recovery is underway.
Wait for the core PCE before rushing to inflation judgment
Too soon to conclude that downward trend is in place.
Sharp drop in claims probably is noise; the ADP is deeply unreliable.
Layoffs still very depressed, but people are finding it harder to secure new jobs.
Stuck in a rut, with few signs of an improvement ahead.
Core inflation is falling; spending is softening.
Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.
Layoffs hit 12-week high, but remain below cycle peaks, for now
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