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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 email@example.com, or contact your account rep
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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.
Strong looking October new home sales and durable goods orders data are misleading
Home sales and prices have further to fall and the trend in core capex orders has slowed markedly.
The upturn in jobless claims is a better guide to what’s really happening; the economy is softening.
Startlingly goods core CPI; rent fever appears to be breaking
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U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence