Why do PMI's matter?

Tuesday, December 03, 2013 Francisco Carneiro 0 Comments

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http://blog.yardeni.com/2013/12/manufacturing-boom-excerpt.html


Well it looks like US equity market is expensive but revenues are going to grow a bit (PMI's up = Rev up) However if top line (Revenues) & the economy recover it's possible that the FED trims a bit of QE! What to do?

Since we are in the good period for the market i think it's fair to stay the course until the FED moves. When he does move all the bet's are off.

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