Pantheon Macroeconomics
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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 info@pantheonmacro.com, or contact your account rep
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Weather hit to claims reverses; Philly Fed is much weakter than it looks
PPI disinflation is back on track; no manufacturing bounce from China, yet.
Temporarily boosted by bad weather, but a sustained increase is in sight.
Claims still in a low and narrow range; core PCE deflator for Q4 revised up
Housing starts close to a floor; conflicting signals from the regional Fed surveys
China rebound plus warm January = happier manufacturers, for now
Favorable weather effects starting to fade?
Most of the GDP growth is in trade and inventories; final demand is weak
Philly Fed stabilizing, maybe; claims don't tell the whole labor market story
Plunge in headline index startling but not definitive.
ADP and Homebase signal upside payroll risk tomorrow
Held down by seasonals; expect a big rebound next week
Mixed industrial surveys; don't believe the drop in claims
The trend is rising, but expect noise over the next few weeks.
Q4 consumption set for 3%-plus, but trouble brewing ahead
Consumption started the fourth quarter quite strongly; 3%-plus seems a decent bet.
Core PCE price pressures eased sequentially in October; further down shifts ahead?
Last week’s jump in the initial jobless claims likely was not a fluke; the trend probably is rising.
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