iiinova — where your digital self keeps evolving

PE LBO era? Higher‑for‑longer has crushed the 2017–21 vintage; >40% of US buyout AUM now stuck >7yrs; exits clogged, bonuses gone, rainmakers fleeing. Giants pivot to private credit + insurance flow. Fundraising 2026 $216B 1H, but hyper‑concentrated + secondaries‑heavy. x.com/mohossain/st...

PE LBO era hitting acceptance phase?

Higher‑for‑longer has crushed the 2017–21 vintage; >40% of US buyout AUM now stuck >7yrs; exits clogged, bonuses gone, rainmakers fleeing. Giants pivot to private credit + insurance flow. Fundraising 2026 rebounds ($216B 1H) but hyper‑concentrated + secondaries‑heavy. Future PE = long‑duration, low‑leverage manager‑owners, not classic LBO churn.

@ennovance
https://x.com/mohossain/status/2106915348867924107?s=46

011

Mo Hossain @mohossain.bsky.social · 18h

Labor’s share looks like a value trap while corporate profits keep ripping in a decade‑long breakout. And orange wage line? It’s been trailing the blue cumulative‑inflation line since the COVID recession ended. HH don’t care that 12‑mo inflation is 3.4%; they care that prices are up ~30% since 2020.

Labor’s share looks like a value trap while corporate profits keep ripping in a decade‑long breakout. And that orange wage line? It’s been trailing the blue cumulative‑inflation line since the COVID recession ended. Households don’t care that 12‑month inflation is 3.4%; they care that prices are up ~30% since 2020. People hate high inflation.

000

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 02/10/2026

The chart shows how presidential EO velocity sets the policy tone… EO issuance by “days into term,” which highlights pace, not just totals. Truman’s curve shoots upward faster and higher! EO cadence = policy direction. Congress = policy drag coefficient. x.com/mohossain/st...

The chart shows how presidential EO velocity sets the policy tone long before Congress can counter.

Biden’s early‑term surge and current administration ramp both underscore the same point, the modern presidency governs through executive action, not legislative consensus (EO issuance by “days into term,” which highlights pace, not just totals. Truman’s curve shoots upward faster and higher!)

EO cadence = policy direction.
Congress = policy drag coefficient.

https://x.com/mohossain/status/2105532379066474611?s=46 ht:MCO

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 02/10/2026

US #manufacturing is the only major region still printing durable >50 PMI while Europe crawls back and China stays sub‑50. AI/datacenter capex = upstream chemical pull‑through; China’s property bust = structural oversupply. US advantage across the chemical value chain. x.com/mohossain/st...

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 02/10/2026

Balance sheets are breaking formation. AI capex now debt‑only, gov’t net‑debt ~100% GDP, credit growth slipping toward the danger zone. Duration = pain; equities priced for perfection. Preserve & protect. @ennovance via @FT #RiskManagement #Arb #Credit #Equity x.com/ft/status/21...

011

Mo Hossain @mohossain.bsky.social · 04/10/2026

U.S. is finally denting China’s minerals chokehold: • Post‑2025 export controls triggered hundreds of millions in DoD/DOE/State/Commerce funding. • 180+ projects completed; nonequity investment hit $7.6B in 18 months (4× 2020–24). • … x.com/mohossain/st...

011

Mo Hossain @mohossain.bsky.social · 02/10/2026

011

Mo Hossain @mohossain.bsky.social · 02/10/2026

011

Mo Hossain @mohossain.bsky.social · 02/10/2026

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 01/10/2026

M&A tape: Q3 –10% YoY, yet $3.8T YTD keeps the $5T+ chase alive. Regulatory window still wide open; boardrooms writing bigger checks. Late‑cycle mix = rate‑hike risk + AI tail‑risk convexity + election‑timing drag…outcome gap = 6% GDP upside vs economic downside. -BBG x.com/mohossain/st...

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 02/10/2026

Auto‑macro is tightening: gasoline shocks Auto SAAR slippage, new‑car payments at $821/mo, Manheim +1.4% YoY, EV ATPs −2.7% YoY, insurance CPI finally rolling over. ISM prices + new orders both firming, adding upstream pressure. …unemployment stays near historic lows. x.com/mohossain/st...

012

Mo Hossain @mohossain.bsky.social · 02/10/2026

SNAP ↓, state load ↑, muni vols perking. $100B federal spend compression → states absorb coverage loss + admin drag → liquidity dispersion → spread differentiation …. #muni markets will price the fiscal handoff next? #credit #populism x.com/mohossain/st...

000

Mo Hossain @mohossain.bsky.social · 02/10/2026

012

Mo Hossain @mohossain.bsky.social · 01/10/2026

011

Mo Hossain @mohossain.bsky.social · 29/09/2026

Nvidia just dropped a $150B repurchase bomb, the largest in history, while Apple keeps its long‑running capital‑return machine humming with repeated $75–110B authorizations. Yet BofA flow data shows real buyback activity rolling over, 4‑week averages off highs, YoY down 34% x.com/mohossain/st...

000

Mo Hossain @mohossain.bsky.social · 28/09/2026

𝐒&𝐏↑ = 𝐟( 𝐄𝐏𝐒↑ + 𝐃𝐂_𝐆𝐫𝐢𝐝𝐥𝐨𝐜𝐤 ) …profit cycles matter more than partisan control. Positive EPS growth aligns with a higher share of up years, and periods of Washington gridlock have coincided with above‑average annual performance.

𝐒&𝐏↑ = 𝐟( 𝐄𝐏𝐒↑ + 𝐃𝐂_𝐆𝐫𝐢𝐝𝐥𝐨𝐜𝐤 )

S&P 500 history shows two consistent patterns: profit cycles matter more than partisan control, and markets have typically delivered stronger returns during divided government. Positive EPS growth aligns with a higher share of up years, and periods of Washington gridlock have coincided with above‑average annual performance.

⚡️
⚡️𝐆𝐫𝐢𝐝𝐥𝐨𝐜𝐤 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐬 𝐒𝐭𝐫𝐨𝐧𝐠𝐞𝐫 𝐑𝐞𝐭𝐮𝐫𝐧𝐬, 𝐚𝐧𝐝 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐅𝐨𝐥𝐥𝐨𝐰 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐌𝐨𝐫𝐞 𝐓𝐡𝐚𝐧 #𝐄𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬

#Democracy #Innovation

010

Mo Hossain @mohossain.bsky.social · 28/09/2026

𝐔𝐒 𝐜𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞𝐬 𝐬𝐭𝐚𝐫𝐞 𝐝𝐨𝐰𝐧 𝐚 $𝟒.𝟑𝐓 𝐫𝐞𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 𝐰𝐚𝐥𝐥 𝐚𝐬 𝐡𝐢𝐠𝐡𝐞𝐫 𝐫𝐚𝐭𝐞𝐬 𝐭𝐡𝐫𝐞𝐚𝐭𝐞𝐧 𝐭𝐨 𝐝𝐨𝐮𝐛𝐥𝐞 𝐣𝐮𝐧𝐤‑𝐛𝐨𝐧𝐝 𝐜𝐨𝐮𝐩𝐨𝐧𝐬 US corporate borrowers face a $4.3T maturity wall from 2027–2031, with annual rollovers rising from $572B (’27) to $1.03T (’30) www.reuters.com/legal/transa... #credit #Rate #Valuation @ennovance

020

Mo Hossain @mohossain.bsky.social · 28/09/2026

𝐎𝐜𝐞𝐚𝐧 𝐓𝐫𝐚𝐝𝐞’𝐬 𝐇𝐢𝐝𝐝𝐞𝐧 𝐅𝐫𝐚𝐠𝐢𝐥𝐢𝐭𝐲: 𝐓𝐡𝐞 𝐂𝐡𝐨𝐤𝐞𝐩𝐨𝐢𝐧𝐭𝐬 𝐓𝐡𝐚𝐭 𝐌𝐨𝐯𝐞 𝐭𝐡𝐞 𝐖𝐨𝐫𝐥𝐝 The world's oceans carry around 80% of goods trade, 90% of oil trade and, through submarine fibre-optic cables, almost all internet traffic. … Indo‑Pacific routes the highest‑risk zone. x.com/mohossain/st...

020

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 17/09/2026

Fitch Ratings’ U.S. Private Credit Default Rate Rose to 6.3% in August 2026 www.fitchratings.com/research/cor... 📰https://x.com/mohossain/status/2097034221466333515?s=46 #privatedebt #credit #PrivateEquity @ennovance

Fitch Ratings’ U.S. Private Credit Default Rate Rose to 6.3% in August 2026

https://www.fitchratings.com/research/corporate-finance/fitch-ratings-us-private-credit-default-rate-rose-to-6-3-in-august-2026-14-09-2026

📰https://x.com/mohossain/status/2097034221466333515?s=46 #privatedebt #credit #PrivateEquity @ennovance

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 17/09/2026

AI stocks promised a moonshot, but credit markets checked the fuel gauge.

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 18/09/2026

Rig count drifting below trend, crack spreads ripping 3× their 3‑yr avg, gasoline demand running hot, and every subsector riding crude’s monster YTD rally. #oilprice #energysecurity #oott @ennovance x.com/mohossain/st...

023

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 21/09/2026

Housing market isn’t frozen, it’s bifurcated. • Housing affordability has snapped. • ..sellers just hit a 6‑year high, buyers are at decade lows, and •70%+ of homeowners are locked into sub‑4% mortgages. • Rates are still hovering near 7% x.com/mohossain/st...

Housing market isn’t frozen, it’s bifurcated.

• Housing affordability has snapped.

• Qualifying income has rocketed past median household income, sellers just hit a 6‑year high, buyers are at decade lows, and

•70%+ of homeowners are locked into sub‑4% mortgages.

• Rates are still hovering near 7%

#Realtors #MBS #Realestate @ennovance
https://x.com/mohossain/status/2101827868581900629?s=46

012

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 21/09/2026

𝐓𝐡𝐞 𝐍𝐞𝐰 𝐀𝐈 𝐒𝐚𝐟𝐞𝐭𝐲 𝐒𝐩𝐢𝐧: 𝐀𝐈 𝐂𝐄𝐎𝐬 𝐃𝐨𝐧’𝐭 𝐅𝐞𝐚𝐫 𝐄𝐱𝐭𝐢𝐧𝐜𝐭𝐢𝐨𝐧, 𝐓𝐡𝐞𝐲 𝐅𝐞𝐚𝐫 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲. 𝐓𝐡𝐢𝐬 𝐈𝐬 𝐭𝐡𝐞 𝐀𝐈‑𝐂𝐄𝐎 𝐏𝐑 𝐏𝐢𝐯𝐨𝐭. #ArtificialIntelligence #Tech #Safety x.com/mohossain/st...

𝐓𝐡𝐞 𝐍𝐞𝐰 𝐀𝐈 𝐒𝐚𝐟𝐞𝐭𝐲 𝐒𝐩𝐢𝐧: 𝐀𝐈 𝐂𝐄𝐎𝐬 𝐃𝐨𝐧’𝐭 𝐅𝐞𝐚𝐫 𝐄𝐱𝐭𝐢𝐧𝐜𝐭𝐢𝐨𝐧, 𝐓𝐡𝐞𝐲 𝐅𝐞𝐚𝐫 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲. 𝐓𝐡𝐢𝐬 𝐈𝐬 𝐭𝐡𝐞 𝐀𝐈‑𝐂𝐄𝐎 𝐏𝐑 𝐏𝐢𝐯𝐨𝐭.

If @EPA requires producers of novel nanomaterials to disclose exposure, release and health/safety data, and @FDA places safety responsibilities on manufacturers, including pre- and post-market oversight where applicable; why should AI be different, particularly in a relatively lightly regulated sector?

The principle is simple: companies should be accountable for the risks of products they develop and deploy.

Product → release → exposure → absorption → distribution → elimination …𝐰𝐢𝐭𝐡 𝐞𝐱𝐭𝐞𝐧𝐬𝐢𝐯𝐞 𝐬𝐚𝐟𝐞𝐭𝐲 𝐝𝐚𝐭𝐚 𝐚𝐧𝐝 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐫𝐞𝐯𝐢𝐞𝐰 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐝 𝐛𝐞𝐟𝐨𝐫𝐞 𝐚𝐩𝐩𝐫𝐨𝐯𝐚𝐥, and risks assessed at every stage to identify, disclose, and mitigate potential harms before they cause downstream consequences.

#ArtificialIntelligence #Tech #Safety
https://x.com/mohossain/status/2101840053303464089?s=46

021

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 23/09/2026

𝐑𝐢𝐬𝐢𝐧𝐠 𝐑𝐚𝐭𝐞𝐬 𝐚𝐧𝐝 𝐏𝐫𝐨𝐥𝐨𝐧𝐠𝐞𝐝 𝐇𝐨𝐥𝐝 𝐏𝐞𝐫𝐢𝐨𝐝𝐬 𝐃𝐞𝐞𝐩𝐞𝐧 𝐭𝐡𝐞 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲 𝐄𝐱𝐢𝐭 𝐒𝐥𝐨𝐰𝐝𝐨𝐰𝐧 Higher floating‑rate debt + AI‑risk + a $3T exit backlog = a brutal setup for monetization. Q2 US exits: $102.6B (-46% QoQ) → slower exits. x.com/mohossain/st...

𝐑𝐢𝐬𝐢𝐧𝐠 𝐑𝐚𝐭𝐞𝐬 𝐚𝐧𝐝 𝐏𝐫𝐨𝐥𝐨𝐧𝐠𝐞𝐝 𝐇𝐨𝐥𝐝 𝐏𝐞𝐫𝐢𝐨𝐝𝐬 𝐃𝐞𝐞𝐩𝐞𝐧 𝐭𝐡𝐞 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲 𝐄𝐱𝐢𝐭 𝐒𝐥𝐨𝐰𝐝𝐨𝐰𝐧

The funds rate is back at 3.75–4.00%, with officials signaling another hike in 2026. Higher floating‑rate debt + AI‑risk + a $3T exit backlog = a brutal setup for monetization.

Q2 US exits: $102.6B (-46% QoQ)
Middle market: $24.7B, lowest since 2020
Hold periods: 4.5 yrs, two‑decade high

Meanwhile, Evergreen funds quietly crossed $500B and long‑hold managers are treating assets like family heirlooms — some portfolio companies are old enough to vote.

Dealmakers can’t outrun the math: rising interest expense → weaker financials → wider bid‑ask spreads → slower exits.

The PE winter isn’t over, even if 2027 rate cuts are on the horizon.

ht: BBG/Morningstar/ecl
#privateequity #fund #investor $ #exit @ennovance

https://x.com/mohossain/status/2102607943124361375?s=46

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 23/09/2026

From sub‑1% pandemic lows to >5% today, the 10‑year has climbed a mountain. Yet growth hasn’t rolled over, earnings haven’t collapsed, and balance sheets remain surprisingly sturdy. The yield curve is screaming “tight conditions,” but the real economy keeps walking through it. x.com/mohossain/st...

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 23/09/2026

Fitch PC DR prints 6.3% (↑20bps m/m), with 14 Aug default events (vs 3 prior), marking a 3yr high across 1,650+ obligors in insurer‑placed + CLO‑disclosed private debt cohorts. Soft‑default mix >70% (PIK toggles, A&E, equity ... • Leverage 5–7x FRN → elevated IR‑beta, negative carry compounding

012

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 25/09/2026

American HH: equities + real estate have driven most of the post‑pandemic wealth gains Consumer cash pile → persistent demand engine: Retail Sales climbed $426B/month (2014) → 6.7%. .. $744B YTD26 Macro momentum remains constructive with 3.5% real GDP expected in 26Q3 x.com/mohossain/st...

011

Mo Hossain @mohossain.bsky.social · 26/09/2026

The world is long U.S. 🇺🇸 Foreigners bought $942B of U.S. equities over 12 months, strongest since 1985. Q2 equity flows: $426B (record). Debt flows: $188B, sharply lower as China’s Treasury holdings fall to $618B (’08 low). ht:FT #investments #Innovation $ @ennovance x.com/mohossain/st...

000

Mo Hossain @mohossain.bsky.social · 25/09/2026

011

Mo Hossain @mohossain.bsky.social · 23/09/2026

012

Mo Hossain @mohossain.bsky.social · 23/09/2026

011

Mo Hossain @mohossain.bsky.social · 23/09/2026

011

Mo Hossain @mohossain.bsky.social · 21/09/2026

021

Mo Hossain @mohossain.bsky.social · 21/09/2026

012

Mo Hossain @mohossain.bsky.social · 18/09/2026

023

Mo Hossain @mohossain.bsky.social · 17/09/2026

AI stocks promised a moonshot, but credit markets checked the fuel gauge.

011

Mo Hossain @mohossain.bsky.social · 17/09/2026

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 10/09/2026

EPS has respected a ~6.5% log‑trend for nine decades across every macro regime. Today’s print is a clean upper‑channel breach. AI is the only variable with sufficient productivity impulse to justify a new slope coefficient; or EPS distortion ..How do you tag this? x.com/mohossain/st...

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 17/09/2026

𝐏𝐄’𝐬 “𝐳𝐨𝐦𝐛𝐢𝐞” 𝐩𝐫𝐨𝐛𝐥𝐞𝐦 𝐣𝐮𝐬𝐭 𝐠𝐨𝐭 𝐰𝐨𝐫𝐬𝐞. higher rates → weaker exits → longer hold periods → lower DPI → harder fundraising → fee pressure. Fed +25bp → higher floating-rate debt costs + lower exit multiples + frozen M&A. • $349B already trapped in 10+yr “zombie” funds x.com/wsjmarkets/s...

011

Reposted by Mo Hossain

Mo Hossain @mohossain.bsky.social · 17/09/2026

De-globalization is showing up in the data: the U.S. is importing #inflation again, just as nominal GDP is running at a scorching 7.6% after 8% last quarter. #Growth #investments #bond @ennovance x.com/mohossain/st...

021

Mo Hossain @mohossain.bsky.social · 17/09/2026

011

Mo Hossain @mohossain.bsky.social · 17/09/2026

021

Mo Hossain @mohossain.bsky.social · 10/09/2026

011

Mo Hossain @mohossain.bsky.social · 07/09/2026

Are private‑credit vehicles effectively functioning like open‑end funds with closed‑end liquidity, creating a structural duration mismatch? NAV marks lag reality; redemption queues reveal it. Q3 redemption requests again at ~10% of NAV, .. 50% rejection rate .. x.com/mohossain/st... #credit

000

Mo Hossain @mohossain.bsky.social · 06/09/2026

Venezuela’s charts all tell the same story: a resource base that could lift living standards, but only if upstream capex finally returns to scale. Venezuela’s oil output falling from ~2.5–3.0 mn b/d to barely ~0.8 mn b/d before its recent rebound. 📰Chevron $7 billion x.com/mohossain/st...

000

Mo Hossain @mohossain.bsky.social · 06/09/2026

High rates = froze exits Since the Fed began tightening, multiple expansion has cratered from 40% → 8% of PE value creation Rev growth carries 75% load, with margin work stuck in the teens. PE industry is sitting on 13,509 unsold U.S. companies, a 25y high and bankruptcies up. x.com/mohossain/st...

Private equity’s post‑hike math is brutal:
Since the Fed began tightening, multiple expansion has cratered from 40% → 8% of PE value creation (2025).

Revenue growth now carries 75% of the load, with margin work stuck in the teens. Meanwhile, the industry is sitting on 13,509 unsold U.S. companies, a 25‑year high and 2025 bankruptcies skew heavily toward smaller liability buckets ($10–50m, $50–100m, $100–500m). High rates froze exits, repricing died, and operational alpha is no longer optional.

⬇️
𝐏𝐄 𝐢𝐬𝐧’𝐭 𝐛𝐫𝐨𝐤𝐞𝐧; 𝐢𝐭’𝐬 𝐣𝐮𝐬𝐭 𝐚𝐠𝐢𝐧𝐠 𝐢𝐧 𝐩𝐥𝐚𝐜𝐞, 𝐚𝐧𝐝 𝐋𝐏𝐬 𝐡𝐚𝐯𝐞 𝐛𝐞𝐞𝐧 𝐯𝐨𝐥𝐮𝐧𝐭𝐨𝐥𝐝 𝐭𝐨 𝐛𝐞 𝐭𝐡𝐞 𝐥𝐨𝐧𝐠‑𝐝𝐮𝐫𝐚𝐭𝐢𝐨𝐧 𝐜𝐚𝐫𝐞𝐠𝐢𝐯𝐞𝐫𝐬, 𝐩𝐚𝐲𝐢𝐧𝐠 𝐟𝐞𝐞𝐬 𝐰𝐡𝐢𝐥𝐞 𝐆𝐏𝐬 𝐰𝐡𝐞𝐞𝐥 𝐭𝐡𝐞𝐦 𝐢𝐧𝐭𝐨 “𝐆𝐏‑𝐥𝐞𝐝 𝐬𝐞𝐜𝐨𝐧𝐝𝐚𝐫𝐢𝐞𝐬” 𝐚𝐧𝐝 𝐜𝐚𝐥𝐥 𝐢𝐭 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲.

Private equity faces existential crisis in US as unsold companies pile up | Business | The Guardian

https://x.com/mohossain/status/2096633945320219076?s=46

#buyouts #exit #familyoffice #pensionfund #endowment #privateequity #Buyouts #VC #MandA #mergersandacquisition #transaction #valuation #Fed #InterestRate

000

Mo Hossain @mohossain.bsky.social · 05/09/2026

..upside? Real GDP @AtlantaFed #nowcast jumped to 4.7% for Q3, while ISM Services Prices Paid surged back to 2021–22‑style highs; a combination that tightens the macro screws: strong jobs, hotter input‑cost momentum, and a rising probability that next week’s CPI prints firm. x.com/mohossain/st...

Are the risks to next week’s CPI to the upside?

Real GDP @AtlantaFed #nowcast jumped to 4.7% for Q3, while ISM Services Prices Paid surged back to 2021–22‑style highs; a combination that tightens the macro screws: strong jobs, hotter input‑cost momentum, and a rising probability that next week’s CPI prints firm.

@ennovance #growth #economy
https://x.com/mohossain/status/2096261871091257811?s=46

010

Mo Hossain @mohossain.bsky.social · 31/08/2026

Elliott quietly builds stake in €108bn Air Liquide. $AL margins = 21% vs Linde 30% (gap persistent thru 2030). $AL shareholder returns last decade: €14bn vs Linde €45bn. setup: margin delta + under‑optimized capital return (divest non-core)+ AI‑linked growth optionality? x.com/mohossain/st...

010

Mo Hossain @mohossain.bsky.social · 21/08/2026

𝐔𝐒 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦 𝐩𝐨𝐩𝐬: LEI +0.2% → 99.5; 6‑mo trend flips positive after 4 yrs. CEI +0.2% → 114.8; LAG +0.2% → 120.4 Permits + claims drove gains; expectations still soft. US IP +0.2% on manufacturing; PMIs surge (Composite 56, Services 55), U.S. business activity broadening into Q3 x.com/mohossain/st...

010

Mo Hossain @mohossain.bsky.social · 21/08/2026

✅ @philadelphiafed stays in the green: August survey shows regional manufacturing still expanding. #manufacturing #growth

000