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2nd Oct 2025 09:39USWeekly Monitor
  • Households have delevered over the last five years and many have fixed-rate mortgages with low rates.
  • Reducing the funds rate to 3% next year merely would stabilize the effective mortgage rate.
  • The weakness in the ISM surveys in Q3 probably is understating the economy’s underlying momentum.

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Keywords for: 6 October 2025 US Monitor

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