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S1E157 - When Services Can Pass the Bill
Michelle and Vox unpack why April's PMI reports showed services holding up in the U.S. and U.K. while Eurozone services weakened sharply. Listeners will learn why inflation pass-through, energy exposure, and sector mix matter more than the headline PMI number when making investment decisions.
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By VoxMichelle and Vox unpack why April's PMI reports showed services holding up in the U.S. and U.K. while Eurozone services weakened sharply. Listeners will learn why inflation pass-through, energy exposure, and sector mix matter more than the headline PMI number when making investment decisions.