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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
% of States Where the Sahm Rule Has Been Triggered
US Excess Liquidity Growth YoY % 12 Month Fwd vs S&P 500 YoY %
