Copper is warning us what's coming this Fall.
The narrative will flip from inflation fears to growth fears overnight. https://t.co/G9LLAzJEHv pic.twitter.com/WrLcK5XzH0
— Financelot (@FinanceLancelot) August 1, 2024
"For the JOLTS, response rates are barely above 30%, and numbers answering inflation and employment surveys have also dropped severely."@johnauthers pic.twitter.com/6Zx1QlRcwp
— Daily Chartbook (@dailychartbook) August 1, 2024
Much of the head fake improvement in manufacturing in early 2024 was due to a non-cyclical increase in auto production.
Meanwhile, the rest of the manufacturing industry continues to shed jobs. pic.twitter.com/3qDXNNGQNi
— Eric Basmajian (@EPBResearch) August 1, 2024