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Neil Dutta and Conor Sen on the Chances of a US Soft Landing
Odd Lots
The ISM Manufacturing Report Is Not a Good Timing Tool, Right?
Tracy: The ISM is a useful rough and ready indicator, but not a good substitute for hard data. He says it tends to give out a very large number of false signals. Tracy: It's as early in signaling a bottom as it is late in signaling a peak. And I think it's better to focus on the actual data.
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