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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Core prices back on track; real after-tax income growth slowing sharply
Still consistent with resilient growth in consumption, for now
One spike in the core deflator after three very small increases does not change the trend.
Core inflation falling steadily across all three components.
Consistent with another solid consumption print in Q1.
Sequentual core inflation is now almost at target pace.
People really like a rising stock market and falling gas prices
Sharp decline in inflation expectations is welcome news for the Fed.
Core inflation is falling; spending is softening.
The jump in inflation expectations probably is temporary, but the Fed won't like it.
Consumers' confidence likely to rebound from here; the manufacturing recovery is stalling.
Spending spike won't persist; core services inflation not yet beaten.
Consumers' confidence likely to rebound from here, now that gas prices are falling.
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