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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 firstname.lastname@example.org, or contact your account rep
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Net trade unlikely to be a major swing factor in Q4 GDP growth.
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.
Inflation? What inflation?
The (almost) final nail in the coffin of the Fed's rate hike optionality
Signalling softer spending on services after the summer blowout.
The rebalancing continues; chance of a Dec hike dips further
Higher rates are putting the brakes on the recovery in manufacturing.
Noisy but signalling stable manufacturing output; inflation pressures still fading
Consumers' confidence likely to rebound from here, now that gas prices are falling.
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence