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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 email@example.com, or contact your account rep
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Long-awaited downshift in core PCE services ex-housing finally is underway.
Core capital goods orders continue to outperform the surveys; trade becoming less of a swing factor in GDP growth.
Ignore the wild swings in monthly sales; the upward trend remains intact.
The gridlock will continue until mortgage rates fall significantly.
Multi-family starts to fall further, tracking the downshift in rent inflation.
The hard data are moving closer in line with the grim surveys.
Online sales to the rescue, but spending elsewhere is depressed.
Employment spike at odds with Homebase/NFIB hiring plans; wage gains to slow.
Strength all round, but none of it definitive
A fresh cycle low, and few signs of any imminent improvement.
Underwhelming rebound likely reflects lagged effect of drop in aircraft orders.
The rising trend likely is real, and signals slower job growth
Inflation expectations remain elevated but rangebound.
Claims consistent with a weakening labor market, if the data are reliable
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence