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.
Consistent with another solid consumption print in Q1.
The underlying picture remains weak, despite the positive headline numbers.
Sharp decline in inflation expectations is welcome news for the Fed.
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.
The jump in inflation expectations probably is temporary, but the Fed won't like it.
Consumers' confidence likely to rebound from here; the manufacturing recovery is stalling.
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