Like I keep saying…Why can’t we have this in the winter??? So much negative which is good! (In the winter)
Get ready for the complete opposite starting in November.
Of course we all remember what happened last time..it looked like a heavy +PNA/+TNH cycle was on tap, then it fizzled when it got to within 5 days.
The EPS actually face-planted hard on that one (and the upcoming CCKW is comparatively shallower/faster). So I think caution is warranted.