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 inflation falling steadily across all three components.
Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Consistent with another solid consumption print in Q1.
Poor, but likely to improve over the next couple months.
Sequentual core inflation is now almost at target pace.
The underlying picture remains weak, despite the positive headline numbers.
Beginning to turn the corner, but the recovery will be slow.
Real consumption is on course for a solid Q4, but slower than Q3.
The leap in the Chicago PMI likely is noise, not signal' a modest recovery in home sales lies 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.
A new cycle low, but a modest rebound is coming soon.
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