Pantheon Macroeconomics

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9th Sep 2022 16:24U.S., Weekly Monitor

  • Our 2023 base case is that inflation will surprise to the downside, but growth will surprise to the upside…
  • …Under those conditions, the Fed will not be easing next year; continued gradual hikes are more likely.
  • Rising r-star in the face of sustained economic growth is nothing for real assets to fear

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capex central banks core pce core pce inflation equities fed fed hikes gas prices July labor labor costs payrolls pce pce inflation policy productivity productivity growth recession September summer surveys u.s. unemployment unemployment rate unit labor costs wage gains wage growth

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Keywords for: 12 Aug 2022 US Monitor What Happens Next Year if Inflation Slows but Growth does

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