Tweets From JHump
Tweets From JHump

Tweets From JHump

Anecdotally I'm hearing "it's a confused picture" from macro/rate ppl... but I actually think it's clear the global industrial cycle is accelerating to the downside based on leading data and about to enter recession. See SP Quantity Purchases against ISM. Decisive rollover (1/n) https://t.co/GdmSdVuoiD

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