Good News:
- Strong hiring data
- Strong Q4 GDP
- Strong Q1 GDPNow
- Strong March car sales
- Oil down
- Consumers still have cash
- Strong corporate balance sheets
- Strong bank capital
- Inflation is moderating
Bad News:
- LEI
- Inverted yield curve
- Weak manufacturingPMI
- Weakening services PMI
- Cooling retail sales
- Weak housing starts
Download the Complete April 2023 Fritz Meyer POV Highlights PDF
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