ISM RoB Growth in May
All in all a decent ISM RoB report for May. This is in line with the excellent Semiconductor Equipment sector April b2b we noted in NFTRH 244. Notable items are…
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June 1, 2015
Machine Tool Sales Data Continue to Degrade
EDA has compiled US Machine Tool sales data for January and it was not good at all. This is the leading edge of manufacturing and it is trending lower. 'But…
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March 5, 2015
ISM PMI @ 52.9
ISM has eased again and looking at the comments from individual respondents, it sure looks like the West Coast port shutdown is having an impact. Some notables are highlighted. Meanwhile,…
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March 2, 2015
December Machine Tool Data, Not Good
I have been awaiting the December Machine Tool sales data from EDA, assuming we'd get another year-end ramp up (especially with IMTS this past September), like clockwork. Well, the clock…
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February 5, 2015
ISM: PMI @ 59%
October 2014 Manufacturing RoB This is not a picture of negativity in the least. Here in the financial sphere we can look at declining commodity (cost input) prices and jump…
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November 3, 2014