VIDEO: Macro Minute: S&P US Flash PMIs move >50, supporting recovery thesis in capex = improving EPS growth in 2023

VIDEO: Macro Minute: S&P US Flash PMIs move >50, supporting recovery thesis in capex = improving EPS growth in 2023

VIDEO: The Jan preliminary PMIs moved solidly above 50.  (To be clear, this is not the ISM manufacturing, which is out early February.)  This reading is supportive of accelerating EPS growth in 2024.

Please click below to view our Macro Minute (Duration: 3:27).

VIDEO: Macro Minute: S&P US Flash PMIs move >50, supporting recovery thesis in capex = improving EPS growth in 2023

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36 Granny Shot Ideas and 46 SMID Granny Shot Ideas: We performed our quarterly rebalance on 1/17. Full stock list here -> Click here

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