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2.78

As in the US 10-yr yield falls as low as 2.78% on Friday, down from a high of 3.50% two weeks ago.
#ContemplatingFedCUTs?

14

As in China-to-US shipping rates decline 14% last week, the first YoY decrease since June of 2020.
#RoadToNormalization

78.4

As in ISM Prices Paid for Manufacturing Orders falls to 78.4, its fourth consecutive monthly decline.
#HasInflationPeaked?

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“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– LinkedIn Co-founder Reed Hoffman
#AmericanIngenuity

“Consumer response to price increases appears more grumpy than fearful.”
– Amherst Pierpont Economist Stephen Stanley
#Let’sHopeSo

“It can be loud, stinky and hard work, but I think we are compensated well.”
– Port of LA Dockworker Jamie Hipsher
#Over$100k/yr