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Market Thoughts 6.26.23

So what now? We think it’s most probable that the June 21st highs were the seasonal highs. Again, that’s not a prediction, that’s simply what’s most probable based on what we have today – forecasts, seasonal comparisons, Price Signal charts, etc. For that to not be true, forecast models need to change or simply be wrong along with some sort of major improvement in demand. Anyhow, if the highs are in, what should the marketing approach be now?


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