I talked before about how heavy truck sales lead the cycle, and have done so for 60 years. They are still falling (data through August 2025) though previous data have been revised up. I still think there's a high chance of a US recession.
I talked before about how heavy truck sales lead the cycle, and have done so for 60 years. They are still falling (data through August 2025) though previous data have been revised up. I still think there's a high chance of a US recession.
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