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“Freight Recession” Over

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Retail Money Funds at High

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Real Personal Income Continues to Rise

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Government Hiring Clouds True Jobs Picture

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Market Sentiment Update: Indicators; Net Non-Comm Futures, WTI, SP500, 2yr-Yield Curve

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PMI Says Recession, Reality Says Otherwise

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MAGS No Longer Driving Market… S&P 8,000 Possible

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Real Private GDP Is The Best Measure

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T-Bill Secondary Mkt on Discount Basis Is The Fed’s Guide

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Sentiment Begrudgingly Improves

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Markets Don’t Run on Only Math

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Reminder: The Fed FOLLOWS Rates, It Does Not SET Them

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LEI Following PMI Into Irrelevance

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The SPR has NOT Been Refilled

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Ignore PMI

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