...2 speed economy
...2 speed consumer
...2 speed market
...and bipolarity in trade, society and geopolitics
... not a rising tide lifts all boats.
...we all know it, economic data and market indices when viewed in aggregate does not reflect the lack of uniformity.
...the world becoming a true tale of two cities.
Manufacturing Jobs continue to decline. Declining over MOM and the Past 3 Months.
Government, Healthcare, and Leisure have created 89% of the jobs over the past 3 months. https://x.com/DrJStrategy/status/1842188977589068162
