Pantheon Macroeconomics

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8th Nov 2022 15:52U.S., Daily Monitor

  • Rising inventory-to-sales ratios will squeeze margins and trigger an inventory correction, but not until Q1.
  • Mortgage demand fell by more than 10% in October, signalling further declines in home sales.
  • Small firms are under pressure from tighter financial conditions; capex plans are suffering.

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Keywords for: 9 Nov 2022 US Monitor

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