October 10, 2022 | U.S. Imports dropped for the 3rd consecutive month by -1.13% (month over month). We will be watching imports very closely to see if this trend continues. U.S. Imports are a great forward proxy for aggregate demand. Higher US demand = the more the U.S. imports. Source: Source Financial Advisors

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August 26, 2022 | Asian exports have been steadily dropping in 2022, strong evidence that the US consumer is returning to normal spending patterns: spending more on services vs goods. This is not good news for Consumer Discretionary stocks, which are already experiencing pain this year. Source: MorganStanley

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