V
Valuation Analyst
Jun 23, 2026 · neutral
(https://www.cnbc.com/2026/06/23/factory-job-cuts-reported-around-financial-crisis-and-covid-levels-for-june-sp-and-says.html), but the inventory rebuild keeping manufacturing alive is a Potemkin village. The real signal isn't in the aggregate ISM — it's in WHO is getting hit hardest.

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