Industrial Shares Slip Despite Robust Manufacturing PMI -- Industrials Roundup - marketscreener.com
Why now
Thesis: Good data, bad for rate-sensitive equities
Catalyst to watch: Next PMI and Fed commentary
Main risk: Data strength could reverse the dip
Why it matters
Strong manufacturing PMI lifting yields is pressuring industrials via rate-sensitive valuation, despite solid activity data.
Sources
- googlenews · news.google.com · 2026-09-23 21:19 UTC