Between the Lines

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I read somewhere that there’s presently a bull market in recession predictions. That is, there are these days a lot of folks, some credentialed,
Marty Mazorra
· 7 min read
The Non-Manufacturing (services) Institute for Supply Management survey for April was just released. Like the manufacturing report it was on balance a positive read on
Marty Mazorra
· 12 min read
I keep hearing that the reason the market isn’t rallying hard during this amazing earnings season is that “it was all priced in”. Nothing
Marty Mazorra
· 14 min read
We view the Institute for Supply Management’s (ISM)’s monthly purchasing managers surveys as critical inputs to our macro index. We’ve added highlights as follows to
Marty Mazorra
· 15 min read

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