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Should’ve Cut! (Déjà Vu All Over Again)
If you were looking to US factory floors for evidence to support a bullish domestic macro narrative,
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Is there information per different US manufacturing sectors (e.g. defense, automotive, textiles, lumber products, etc.)?
The bear image is darker in this year’s story. It rhymes with last year’s bear image, but has a more foreboding tone.
The AI’s more advanced.