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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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Likely weather-depressed; trend uncertain but very low
Wait for the core PCE before rushing to inflation judgment
Stock market-driven upturn in sentiment hides soft activity numbers
Behind the headline, the trend in job growth is slowing, with more softening to come.
Sequentual core inflation is now almost at target pace.
Layoffs still very depressed, but people are finding it harder to secure new jobs.
People really like a rising stock market and falling gas prices
Margins have stopped rising, but yet to start falling, auto dealers excepted.
Core inflation is falling; spending is softening.
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
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