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AKAnomics is now tracking current quarter revenues for 100+ US Industrial, Chemicals, and Consumer Discretionary companies across multiple sub-sectors. Analyzing thousands of macro and industry data points as they get released around the world, its latest weekly Nowcasting suggests that consensus revenues for 24Q1 for this group is too optimistic. This is even more pertinent for Paper & Packaging, Transportation, and Chemicals, where y/y organic growth remains fairly negative, and improvement over the last quarter remains limited.
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