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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Emerging Asia Chartbook Datanotes
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 FED IS DONE, AND WILL START EASING IN SPRING...
The recovery in construction activity is stalling, for now.
Most of the October weakness reflects the UAW strike; expect a November rebound.
Layoffs hit 12-week high, but remain below cycle peaks, for now
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