US Publications
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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- Consumption and Inventories likely were the key drivers of Q3 GDP growth; Q4 will be different.
- If jobless claims continue to track WARN notices, they will rebound strongly in Q4.
- The services sector is still holding up, but it is fraying at the edges, and the outlook is worsening.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- Fed hawkishness and strong third quarter GDP growth have driven up term premiums…
- …But the economy will be much softer in Q4, and core inflation will continue to fall; yields will drop.
- A one-time rebound in S&L education employment is a real upside risk to September payrolls.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
Past the worst, but the outlook is still not great.
US
Momentum fading from both spending and core inflation.
US
- Shutdown averted for now, but the path to passing spending bills by November 17 is narrow and rocky.
- Core PCE inflation is slowing across a broad front, with further sustained declines ahead.
- Third quarter consumption likely rose at a 3½% rate in Q3, but the fourth quarter will be much softer.
Ian Shepherdson (Chief Economist, Chairman and Founder)US