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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Demand for core capital goods remains weak; rebound in claims does not change the low and flat trend.
Sharp drop in claims probably is noise; the ADP is deeply unreliable.
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 recovery in construction activity is stalling, for now.
Most of the October weakness reflects the UAW strike; expect a November rebound.
Signalling softer spending on services after the summer blowout.
Higher rates are putting the brakes on the recovery in manufacturing.
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