Replay: All About the Indicators #7

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This post is for paid subscribers and contains the March edition of All About the Indicators, which was originally published last week. It runs just over an hour. You can view the presentation below.

As we close out the first quarter of 2024, we still see both good and bad in markets and the economy. Since our last AATI, the S&P 500 has closed above 5200 and is up nearly 5%. Investors apparently don't care much about slowing retail spending, an uptick in unemployment, or another inflation report indicating higher for longer. Industrial production and manufacturing are better than they were last month but still %YoY negative. PMI surveys say the services sector is decelerating but disagree about manufacturing.