Pantheon Macroeconomics

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16th Mar 2023 16:40U.S., Daily Monitor

  • The leap in January housing starts is noise, not signal; a real recovery is some way off.
  • February manufacturing output likely reversed about half the January leap, but the trend is falling.
  • Consumers’ inflation expectations look primed to fall in the wake of slowing food and energy inflation.

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Keywords for: 17 Mar 2023 US Monitor

energy, housing starts, inflation expectations, January, manufacturing, manufacturing output, us, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence