U.S. ISM PMIs have surged, signaling a cyclical economic upturn as capital spending spreads through the broader economy. Lance Roberts says the rebound now aligns with earlier earnings-revision strength and a 30% YoY rise in Q2 S&P 500 earnings.
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U.S. ISM PMIs have surged, signaling a cyclical economic upturn as capital spending spreads through the broader economy. Lance Roberts says the rebound now aligns with earlier earnings-revision strength and a 30% YoY rise in Q2 S&P 500 earnings.
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