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#664
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#664

"The regional manufacturing PMIs are telling you that business investment is likely to crumble"

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DC Lite #347

DC Lite #347

"The regional manufacturing PMIs are telling you that business investment is likely to crumble"

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#663
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#663

"A significant increase in negative earnings revisions is currently underway, largely driven by trade tensions and tariffs"

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DC Lite #346

DC Lite #346

"A significant increase in negative earnings revisions is currently underway, largely driven by trade tensions and tariffs"

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#662
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#662

"At this early stage, the first quarter earnings season for the S&P 500 is off to a weaker start than average compared to expectations"

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DC Lite #345

DC Lite #345

"At this early stage, the first quarter earnings season for the S&P 500 is off to a weaker start than average compared to expectations"

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#661
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#661

"Truck driver is the number one job in 34 states. Rates fell off a cliff since Liberation Day."

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DC Lite #344

DC Lite #344

"Truck driver is the number one job in 34 states. Rates fell off a cliff since Liberation Day."

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#660
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#660

"The dollar and yields - not stocks - will hold the whip hand with indicating when further softening with US tariff policy is likely"

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DC Lite #343

DC Lite #343

"The dollar and yields - not stocks - will hold the whip hand with indicating when further softening with US tariff policy is likely"

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#659
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#659

Goldman has CTAs modeled as buyers of US stocks in all scenarios over the next week and month

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DC Lite #342

DC Lite #342

Goldman has CTAs modeled as buyers of US stocks in all scenarios over the next week and month

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