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27th Nov 2023 11:10US, Daily Monitor

  • Gas and stock prices have an outsized influence on consumers’ confidence indexes, politics matters too.
  • The expectations subindexes historically have been a decent guide to real consumption spending.
  • Monthly swings in new home sales are mostly noise, but the trend is now flattening.

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Keywords for: 28 November 2023 US Monitor

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