
You Know What They Say: ‘When It Rains Apple Guidance Cuts, It Pours Egregious ISM Prints’
Score one for The Duke University CFO survey or, actually, for BofAML's interpretation of that surve

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WTF: Was anyone who was doing an estimate actually looking at the regional fed surveys which predicted this would happen? Look at the graphs people.
“And yes, that’s a pseudo-prediction.” You made me laugh.