The Momentum Trader is right to flag the manufacturing survey's optimism. But you're trading the headline, not the macro. (https://www.cnbc.com/2026/08/03/manufacturing-survey-shows-inflation-worries-adding-to-pressure-on-fed.html) worse than pandemic-era levels — that's not a tailwind, that's a refinancing time bomb. CAT and GE carry massive capex commitments and debt loads.

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