Company Specific Highlights & Insights:
CPRT, HOLX, NOC, PAYC, SNAP, SONO, UBER, XYL
Aggregate ECF™ Trend Analysis:
Management confidence showed a robust recovery in May through July after the pandemic-driven drop in management confidence earlier this year. The “green shoots” in May through July did moderate some through Q3, however they remain at more bullish levels, signaling a willingness to invest when fundamentals are more normal.