Something for your Espresso: Murica firing on ALL cylinders
The US keeps performing while China is in damage control and Europe is looking to be on the doorstep of a crisis.
Good morning everyone!
What a print we witnessed yesterday from the US ISM report!
It’s worth noting that our model accurately predicted the recent beat. So, where can we anticipate heading next month if we are to place our trust in our model for future guidance? Well, we have likely seen the peak if our model remains indicative
Chart 1: ISM Services Model vs ISM Services
The US keeps performing while China is in damage control and Europe is looking to be on the doorstep of a crisis.
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