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Michael Cembalest Takes Us to School
The Compound and Friends
The Immaculate Disinflation of Pepsi
In the last quarter, I think revenues are up 4%, roughly below the rate of inflation. So in real terms, revenue growth has been a little weak. The next thing we have to watch for us in the next two quarters is what happens to market. If I only had one thing I could look at, it would be new orders minus inventories in the ISM survey. That's a driver of the business cycle right there.
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