October 1, 2024
Datanote: September ISM & JOLTS
As part of our August 2024 Macro Memo, we opined...
Preface
As part of our August 2024 Macro Memo, we opined:
“There will be more growth scares out to the end of the year but they will mostly be positioning or seasonality driven and, as is characteristic of growth scares, will represent a level of panic that is unwarranted by the data.”