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Industrials
All Hawk Thorne coverage tagged “Industrials” newest first.
5 articles
3 JulyEquitiesThe weak payrolls print the desk flagged as a falsifier has landed, and the S&P 500 shrugged it off entirely2 JulyEquitiesAuto earnings are splitting into winners and losers, and the index still can't tell the difference2 JulyEquitiesThe consumer-weakness thesis from 1 July just got a second earnings season's worth of confirmation, and Wall Street still isn't pricing it1 JulyEquitiesConsumer demand is cooling faster than corporate cost cuts can offset it1 JulyMacro & PolicyLiquidity is papering over a manufacturing slowdown that spans two continents