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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Manufacturers are past the worst, but claims will rise this spring.
Still consistent with resilient growth in consumption, for now
One spike in the core deflator after three very small increases does not change the trend.
Core inflation falling steadily across all three components.
Sequentual core inflation is now almost at target pace.
Core inflation is falling; spending is softening.
Labor cost inflation is slowing; further progress likely, depressing core services PCE inflation.
Spending spike won't persist; core services inflation not yet beaten.
Momentum fading from both spending and core inflation.
More Philly Fed noise; jobless claims unlikely to remain this low
Hawkish hold, but everything in the SEP is forecast, not promise
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