In terms of the inflation trajectory, it really is housing and autos that matter most. Bottoming of US PMIs strengthens the case for Industrials.
More Tom Lee: September Is Off to a Weak Start, But Key Data Are Still to Come Videos
Tom Lee: September Is Off to a Weak Start, But Key Data Are Still to Come
In terms of the inflation trajectory, it really is housing and autos that matter most. Bottoming of US PMIs strengthens the case for Industrials.
More Tom Lee: September Is Off to a Weak Start, But Key Data Are Still to Come Videos
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