Pantheon Macroeconomics

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11th Nov 2022 15:21U.S., Daily Monitor

  • The explosion in margins during the pandemic explains most of the overshoot in core inflation.
  • Supply-chain and inventory data point to rapid margin re-compression, starting anytime now.
  • The headline Empire State index likely nudged up a bit this month, but watch for falling capex plans.

capex empire state index inventory data ppi

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Keywords for: 15 Nov 2022 US Monitor

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