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Global Supply Chain Pressure Index (NY FED) with U.S. Recessions and Equity Drawdowns:
👉 0.68 at a 3-year high as of March 2026 -- up from 0.54 in February (revised up from an initial reading of 0.49)
👉 heading lower from here most likely -- target to end the year below 0.5 (I might be optimistic, but I like it like that, was never a macro po*n doom & gloom type, and it pays off not to be)
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With respect,
Mav
