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11th Mar 2026 10:28USDaily Monitor
  • QCEW data suggest payrolls probably fell by about 10K per month in the six months to September.
  • The gap between first and final payroll estimates is trending at about 70K, still big relative to history.
    January’s jump in housing starts will unwind; population growth is slow and affordability
  • stretched.

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Keywords for: 13 March 2026 US Monitor

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