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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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.
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.
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