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15th Jun 2026 09:23USDaily Monitor
  • Corporates in Q1 took on the largest amount of debt since the pandemic; Q2 looks set to be similar...
  • ...But this is partly financing AI capex, which will weigh on employment; households are still not borrowing.
  • The manufacturing revival is running out of steam; firms will run down inventory now the Strait is open.

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Keywords for: 16 June 2026 US Monitor

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