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Why Markets Don’t “Predict”…..Recession Fears Turn On A Dime

We keep hearing on TV “the stock market is predicting…….”. The problem is markets go up and down every single day. In the short term, they predict nothing

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Another Recession Scare

I think we are at the point that when we see negative headlines we now instantly think “what’s the real story”

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Job Openings, Chemical Activity & The S&P

Markets do not predict recessions, data does. The data remains positive...

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Employment & Vehicle Sales Holding, Chemical Activity Barometer & Temp Help Rising

Encouraging data points just keep coming out

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A New Way To Measure E&P Activity?

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The Economic Expansion Continues

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Job Openings Post Another Record high

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Employment Continues to Surge

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The Economic Uptrend Continues

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Manufacturing’s Rise

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Can One Make Sense Of Illogical & Scary Markets?

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Data Still Overwhelmingly Positive

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Chemical Activity Barometer Record h]High, US Real GDP & Real Private GDP Highest This Cycle-Meets Skepticism

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US Dollar Remains The “Elephant In The Room”

“Davidson” submits:

Economic activity always is a composite of moving parts. Currently it appears we have more moving parts than usual. Indeed so! We have multiple policy shifts in the works with the potential for beneficial outcomes. But, if these occur, it will be likely a couple of years before the final outcomes are known with the path uncertain.