Retail sentiment on September 24

The following data is as of 12:00 on September 24

PIMI revised yesterday: 1.97, rising inflection point
PIMI today’s estimate: 3.60, rising period

PIMI-C3 was revised yesterday: 4.19, [optimistic] rising period
PIMI-C3 today’s estimate: 6.68, [excited] rising period

Conclusion: 50% to 70% position (conservative strategy)