Massive jump in 6-month new orders forecast in @philadelphiafed Manufacturing Index per March update … now up to highest since June 2021
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@LizAnnSonders @philadelphiafed Amazing what $1.8T in deficit spending can do!
@LizAnnSonders @philadelphiafed Worth observing👇🏻
@LizAnnSonders @philadelphiafed Yes, it gets even more complicated for the #Fed to lower #rates earlier without igniting a new round of higher #inflation, which is my basic #investment thesis. #yields and inflation will happen in waves, pushed by too early action of #centralbanks. 'War- #economy' stays strong.
@LizAnnSonders @philadelphiafed Gotta get something for all that debt.
@LizAnnSonders @philadelphiafed don’t see Fed Action until September…….maybe