TS LOMBARD: “.. Judging from the drop in the March JOLTS job openings data and the fall-off in Conference Board consumer confidence, .. firms have begun to shut down hiring. One can only presume capex is being cut .. All of which adds up to a negative Q2 and a potentially worse Q3 ..”
— Carl Quintanilla (@carlquintanilla.bsky.social) 2025-04-29T18:27:44.546Z
Category: Corporate Statism
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