Pantheon Macroeconomics
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Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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Labor demand and capex plans still depressed.
Jump in new orders obscured underlying weakness.
The outlook for homebuilding remains grim.
Collapsing response rate casts doubt, but the backdrop looks weak.
A further climb in goods inflation is still in the pipeline.
Hard to trust given the rock-bottom response rate.
Plunging response rate raises big questions about reliability.
Supply-side disruptions giving way to weak demand.
Demand still falling amid high mortgage rates and elevated uncertainty.
Sentiment up from the April lows, but small businesses remain under pressure.
Extremely low response rate and partisan divide raise questions over reliability.
Pointing to a sharp fall in new home sales & residential construction.
Tariff shock puts small business under further pressure.
We doubt services inflation will reaccelerate sharply.
Headline index steady in April; but a lot of pain lies ahead.
U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,