bullish
Business Cycle Watch – What if ISM Manufacturing rises to 56?
418 Views07 Jun 2024 12:09
The ISM figure for May surprised negatively Monday, admittedly a short-term setback for the whole reflation story we have laid out over the past...
What is covered in the Full Insight:
- Introduction to ISM manufacturing forecast
- Implications for cyclicals and defensives
- Asset class analysis
- Equity sectors and regions
- FX space and commodities
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