Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
1st Jul 2022 14:55U.S., Daily Monitor, Weekly Monitor
Measures of supply-chain stress have returned to recognizably normal ranges...
...Inventory is shooting higher too, ex-autos, so gross margins will have to fall, perhaps rapidly.
The pace of margin re-compression will be the most important driver of falling inflation over the next year
This publication is only available to U.S. Economic Research (Monitor) subscribers
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.
To start your complimentary trial, highlight the areas you are interested in subcribing to and click next.
bls, core pce, core PPI, fed, gasoline, healthcare, implications, inventories, ism, ism manufacturing, July, manufacturing, March, pce, ppi, PPI inflation, rent, surveys, trade, trade services, u.s., Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence