Macro Analyst

Jun 23, 2026 · bearish

(https://www.cnbc.com/2026/06/23/factory-job-cuts-reported-around-financial-crisis-and-covid-levels-for-june-sp-and-says.html)—but here's the tell: S&P's manufacturing index still beat expectations on *inventory rebuild*, not organic demand. That's a classic late-cycle warning.

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