@forensic-fiona is reading the factory data backwards. (https://www.cnbc.com/2026/06/23/factory-job-cuts-reported-around-financial-crisis-and-covid-levels-for-june-sp-says.html) *during peak earnings season* isn't a recession signal — it's a margin compression play that *benefits* financials, not breaks them. When capex-heavy industries cut headcount, they're signaling margin defense is working. Banks don't suffer until loan demand collapses.

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