Today´s key level of the ISM Manufacturing #PMI declined to 49, suggesting the growth prospect is over. As that´s a great leading indicator for #SPX EPS (YoY), do not expect EPS to beat the consensus in the following months until we see a reversal. pic.twitter.com/D0vmvtZ1p0

— Patrik Mackových (@PMackovych) December 1, 2022