Data for May looked weak across all construction categories in the US, but it is important to note that the weather may have played a major role in this weakness. Meanwhile, there are signs of a rebounding European/UK consumer market.
Steno Signals #45 – 4 ways consensus could be wrongfooted
Here is a list of four concrete ways that consensus could be wrongfooted based on my discussions and findings after having travelled Asian institutions last week.
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