Reading Leading Indicators Without Getting Lost
When PMI slips below 50, production momentum often softens months later. A supply manager recently noticed new orders dip while supplier deliveries improved, signaling slack ahead. Do you track PMI subcomponents? Comment with the thresholds that trigger your adjustments.
Reading Leading Indicators Without Getting Lost
An inverted yield curve rarely tells you the exact month of a downturn, but it nudges caution on long-dated bets. In 2019, one CFO delayed expansion, preserving cash for 2020’s turbulence. How do you balance caution and opportunity when curves flip?