3 months later and it appears hope has reverted (once again) to its new normal reality. “Just one more quarter,” we are sure, will be the clarion call from all asunder…

(it seems the hatchet has been taken to Q4 – one-off of course, due to the shutdown – which incidentally had no effect whatsoever on any survey or soft-data macro or the stock market)


(h/t @Not_Jim_Cramer)


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