Pantheon Macroeconomics
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Below is a list of our U.S. 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
Please use the filters on the right to search for a specific date or topic.
Downturn in home sales coming to an end, but sustained recovery is a long way off.
January spending will rebound, but Q1 will be weak overall; core inflation is falling.
The slump in new home prices has much further to run
Falling core goods orders bad news for manufacturing; big swings in trade deficit less likely in 2023
The fall in prices will gather pace in the months ahead
Building permits will find a floor in the first quarter
Margins are now falling, depressing core PPI inflation, with a long, long way to go
Payrolls can't keep up this pace; wage growth is slowing
Sales nearing the incompressible minimum level
Higher inflation and rate forecasts hard to square with the improving data
Consumers' confidence is improving, but consumption growth still set to slow in Q1.
The trend is rising, but expect noise over the next few weeks.
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