Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

8th Nov 2023 18:42US, Daily Monitor

  • Our base case forecast is immaculate disinflation; no recession but inflation heading back to the target.
  • The net risk, though, is of a steeper downturn as businesses react to margin pressure with big layoffs.
  • In that case, inflation will fall faster and the Fed will cut aggressively, but credit and some stocks will suffer.

PDF

This publication is only available to U.S. (Monitor) subscribers

Related Publications

No results...

Are you taking full advantage of our daily publications?

Pantheon Macroeconomics produce daily publications for U.S., Eurozone, Latin America, UK and Asia, as well as analysis on key data within a few minutes of their release.

U.S. Economic Research
Eurozone Economic Research
Latin America Economic Research
UK Economic Research
Asia Economic Research
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subcribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: 9 November 2023 US Monitor

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