Portfolio Watch: Manufacturing versus Services
Everything in our US model portfolio screams that we need to continue to tilt the portfolio in a cyclical direction. The signal is just not confirmed across the Pond(s) in Europe and China.
![Portfolio-Watch Portfolio watch](https://stenoresearch.com/wp-content/uploads/2023/05/Pasted-107.png)
Everything in our US model portfolio screams that we need to continue to tilt the portfolio in a cyclical direction. The signal is just not confirmed across the Pond(s) in Europe and China.
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