ISM prices decline points to future steep fall in PPI (like a rock). Remote-work creating same job posting in multiple cities (overstating tightness?) 2H rally thesis strained but still intact

There is a lot of trepidation about markets in September. The seasonals worry investors (one of the toughest months), coupled with midterm election uncertainties (not resolved until November) and the painful three-week downtrend in stocks adding to the misery.

Stocks are approaching the “no bid” situation seen in June 2022. In investor conversation after conversation, many tell us they see little upside in stocks because:

Fed just told us the bar is pretty high before they consider a ...

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