Multi-Industry_ CoTD_ Still Following the Money
-·2025-02-16 15:28
February 13, 2025 10:58 AM GMT Multi-Industry | North America CoTD: Still Following the Money Chart of the Day (CoTD) highlights charts that tie into latest investor conversations, are timely for the macro + company events, or just ones that we find interesting. Exhibit 1: We view the YoY change in US M2 Money Supply (+12mo) as the top leading indicator for Industrial Orders – the relationship signals further order strength into YE'25 Source: Morgan Stanley Research, FactSet As discussed in our Q3'24 Attrac ...