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13th Dec 2023 18:55USDaily Monitor

  • Retail sales data suggest Q4 consumption is on course for a 2½% gain, but that could change.
  • Households’ real liquid assets are back to their pre-Covid trend; the pandemic excess is gone.
  • Manufacturing production likely rebounded strongly last month after the UAW strike, but the trend is flat.

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Keywords for: 15 December 2023 US Monitor

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