Aug. 20 at 7:30 AM
$PDD $PGR $SPGI $MFG $LOW PDD remains tied to Chinese consumer demand and e-commerce growth, Progressive benefits from insurance pricing and underwriting, S&P Global benefits from financial-market activity and data demand, Mizuho benefits from banking activity, and Lowe's benefits from home-improvement spending. I'm watching Chinese consumption, insurance rates, credit markets, loan growth, and housing activity.