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US Semiconductor Equipment Billings (3MMA, YoY) 2 Month Lead vs Taiwan Business Cycle Monitoring Indicator 2 Month Lead vs US ISM PMI Order minus Inventories
The Monitoring Indicator is score-based and divided into five traffic light signals:
1. Re
成交量與房價成交量與房價
US consumer credit card delinquencies tell us how many borrowers are falling behind on their credit card payments. It's essentially a measure of financial stress among households. Here's how it relates to risk assets like stocks:
High Delinquencies
