Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

10th Feb 2023 16:21U.S., Weekly Monitor

  • The impact of the relatively warm January will extend far beyond payrolls; expect strength everywhere.
  • It won’t last, but the impression from the data over the next month will likely push up yields and hurt stocks.
  • The CPI reweighting exercise likely means only a trivially less-steep downtrend in core inflation this year.

PDF

Are you taking full advantage of our daily publications?

Pantheon Macroeconomics produce daily publications for U.S., Eurozone, Latin America, UK and Asia, as well as analysis on key data within a few minutes of their release.

U.S. Economic Research
Eurozone Economic Research
Latin America Economic Research
UK Economic Research
Asia Economic Research
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subcribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: 13 Feb 2023 US Monitor

auto sales, bloomberg, construction, control sales, core cpi, core cpi inflation, core inflation, core pce, core pce forecast, cpi, cpi inflation, December, employees, energy, February, food, growth, housing, industrial production, inflation, January, manufacturing, manufacturing output, manufacturing production, November, payrolls, pce, pce forecast, production, q4, rent, rent inflation, retail, retail sales, sales data, supply, u.s., utilities, weather, winter, yields, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence