"The regional manufacturing PMIs are telling you that business investment is likely to crumble"
"A significant increase in negative earnings revisions is currently underway, largely driven by trade tensions and tariffs"
"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"
"Truck driver is the number one job in 34 states. Rates fell off a cliff since Liberation Day."
"The dollar and yields - not stocks - will hold the whip hand with indicating when further softening with US tariff policy is likely"
Goldman has CTAs modeled as buyers of US stocks in all scenarios over the next week and month
