There is short-term and there is long-term. Short-term, an indicator of positive inflationary cyclicality looks set to bounce. Long-term, it is locked well below key resistance. Joining this long-term Gloomy…
Here is the note from the email to subscribers that accompanied the full report... "I thought is was time to bulk up a bit to a 30+ page report this…
[edit] the post started as a simple thing and ended after getting way too involved. so much the better... An update of the situation on the Banks, the anti-Banks (gold)…
Courtesy of FloatingPath.com, below are some items within the disappointing April Factory Orders report. It is notable that April was the month that USD made its secondary 'lower high' top. …
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…
There are many more details and indicators that inform well balanced ongoing analysis, but the three scenarios below are the general options before us. Excerpted from this week's edition of…
Well, April ISM came in flat to March at 51.5%. The notables are highlighted, including exports, which got a boost in light of the weaker USD. Funny how that works.…
Courtesy of EDA, here is the data graphic showing a small bounce in Machine Tool sales in March... As well as in equipment for multiple industries... It's not a big…
Preamble
The Semi Equipment sector gave the signal in January 2013 that manufacturing was likely to sure up and then, the economy and employment. Hence, it makes sense to continue watching the Semi’s for clues about the economy going forward.
There is so much data flying around out there. From the Credit data we reviewed yesterday to weakening manufacturing and exports to employment up nicely one month and down big…
"There is quite obviously some serious financial stress manifesting in the data..." That is not me, the caution-toned risk manager writing. That is a quote from the first paragraph of…
From FactSet, here is a graphic compiling data from the initial earnings reports from S&P 500 companies so far for Q1. At 70%, the US dollar's strength is far and…
China, in a few pictures (courtesy of TradingEconomics.com): China GDP Annual Growth (through 2014)... China GDP Annual Growth trend projection... China Producer Prices... China Interest Rate... China Loan Growth.. China…
Well folks, the Employment report is now playing ball (to our preferred plan of economic contraction and a 'Peak Fed' style topping out of mainstream confidence in historically unprecedented and…