Below is our "Chart of the Day" and a brief excerpt from today's Early Look written by Macro analyst Christian Drake.
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Our 3Q24 Themes deck could have effectively been 1 slide. Real Growth deceleration in 3Q is almost a mathematical certainty. That deceleration represents the growth vector of the Quad 4 projection. If you’re process is rate-of-change centric and you’re positioning & allocation decisions anchor on the slope of that rate of change line, do you functionally need to know anything else? |
