Pantheon Macroeconomics

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28th Dec 2023 12:26USWeekly Monitor

  • The November PCE report highlights the significant downside risk to the Fed’s inflation forecast.
  • The Fed eventually will have little choice to ease by more than their current forecast of 75bp this year.
  • Housing and manufacturing activity are near a floor, but any recovery will be slow going.

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Keywords for: 2 January 2024 US Monitor

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