What is the base case for the Fed's rate hike as mentioned in the text?
Can ISM Contraction Impede the Fed's Rate Path?

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How does the manufacturing data impact the broader economic picture according to the speaker?
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What is the significance of the unemployment number mentioned in the text?
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What correlation is observed between Fed Fund futures and S&P Futures?
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5.
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What is the speaker's position regarding the front end of the market going into September?
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