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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Jump in core capital goods orders looks unsustainable; widening of trade deficit adds to recession woes.
Bigger falls in core capital goods orders are coming; net trade was broadly neutral in Q1.
Net trade will have a much smaller impact on GDP growth this year than in 2022.
Falling core goods orders bad news for manufacturing; big swings in trade deficit less likely in 2023
ADP’s employment measure is unreliable; we will be sticking to our 250K payroll forecast.
Job openings are trending downwards but not collapsing; wage growth is slowing more quickly.
The October trade deficit likely fell slightly, but the big correction in imports is over.
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence