ISM is not going to move many needles one way or the other with this report. I've highlighted the important items. New orders eased but are still in growth mode…
This is a new segment for NFTRH, as of a couple of weeks ago. The report has all along included economic and macro data but as with the 'Gold vs.'…
The most important ISM element is the one that improved the most in September; New Orders. Order Backlog contraction eased as well, to near even. A few notables are highlighted…
+151,000... it's not a very good number and so the theme introduced yesterday, of wobbling manufacturing and a potentially wobbling economy, continues. Here is a breakdown, with the usual suspects…
The weak ISM headline number (PMI) was an excuse for bonds and precious metals to bounce and the US dollar to drop today. It evidently inspired wild eyed casino patrons…
While some might want us to focus solely on the big layoff at Cisco, why don't we stay with what is actually happening. What is actually happening is that there…
[edit] See further thoughts on inflation and the content of this article. The post title is best when drawled in Gomer's thick southern accent. I realize Gomer Pyle was way…
Our thesis has been that Brexit may have put the final (!) on deflation and the bear phase that had been in effect since late 2014. That view was held…
For those who don't watch this stuff as obsessively as I do, here's the June Semi.org b2b data. Oh no, b2b dropped and so did bookings! As an economic indicator…
From BLS: Employment Situation Summary "Total nonfarm payroll employment increased by 287,000 in June, and the unemployment rate rose to 4.9 percent, the U.S. Bureau of Labor Statistics reported today.…
The ISM RoB continues on our theme of inflationary growth, as first indicated in the Semiconductor Equipment sector while everyone was freaking out about the backward looking employment situation. Full…
[edit] Yikes... a blogger's worst nightmare. I had 'Dallas Fed' on the brain due to publishing a post by former Dallas Fed associate Danielle DiMartino Booth at Biiwii and mistakenly…
Factory orders came in okay, joining a pretty good ISM (manufacturing) the other day while ISM (services) eased in May. Could we be seeing a phase change, where old fashioned…