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2 Comments
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I'm with you on this. PMI has definitely been a key mover lately, especially with all the Fed talk. A strong number seems to be baked in, so anything less could really disappoint.
While PMI is important, I think we also need to keep an eye on the services sector data. Manufacturing is only part of the story, and services have been surprisingly resilient. A weak manufacturing print might not move the needle as much if services hold up.