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Salvatore Norge's avatar

Excellent report, sir!

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Mhmd's avatar

Hello, you mentioned some very important points that may not be seen at first glance, thank you for this good article. If possible, I would be grateful to know your opinion about the weakness in the ISM data, because in my opinion, they were much more visible in most dimensions.

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Caleb Franzen's avatar

Hi Mhmd, thanks for the kind words. I saw the ISM data and do recognize that it came in much softer than expected, but I'll try to put some thoughts together on it and provide in-depth analysis.

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Mhmd's avatar

Thank you for sharing valuable ideas. Looking forward to it

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