Pantheon Macroeconomics

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8th Jan 2024 16:20U.S., Daily Monitor

  • The surge in stock prices is lifting small business sentiment, but the hard activity numbers are weaker.
  • Inventories look set to be a big drag on Q4 GDP growth, but the extent of the hit is very uncertain.
  • November’s surge in revolving credit use could just be noise, but another big gain will signal distress.

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Keywords for: 10 January 2024 US Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence