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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Probably an overshoot, but a steady increase in single-family starts lies ahead.
Unwinding of the UAW strike hit boosts manufacturing, but output ex-autos remains weak.
Real consumption is on course for a solid Q4, but slower than Q3.
Margins have stopped rising, but yet to start falling, auto dealers excepted.
Sharp decline in inflation expectations is welcome news for the Fed.
Stuck in a rut, with few signs of an improvement ahead.
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.
Net trade unlikely to be a major swing factor in Q4 GDP growth.
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.
The recovery in construction activity is stalling, for now.
Most of the October weakness reflects the UAW strike; expect a November rebound.
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