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Super Grannies and Market Update – June 30 Webinar Cancelled

VIDEO: Macro Minute: PMIs continue to recover + Industrial CDX outperforming = XLI overweight

We discuss: Industrials CDS (credit default swaps) are outperforming the broader market. And CDS surprisingly leads equities by 3 months. Thus, supporting OW of Industrials. Industrials OW also supported by fact PMIs highest since essentially Oct 2022.

Please click below to view our Macro Minute (Duration: 5:53).

PS: if you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on Google reviews —&g...

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