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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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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December ISM (PMI @ 55%)

I have highlighted the more relevant items with green being positive and red not so much.  Not a bad report, but there is slight deceleration in the workings of this…

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Machine Tool Sales Fade in November

It is not that big a big deal since December is the month when the rubber usually meets the road for last minute tax season buyers of high end machine…

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Regarding the Semi’s

I did not make the point clear in the previous post but as NFTRH subscribers may recall, it is the Semi Equipment companies (they that supply the chip makers with…

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Semi Equipment Book-to-Bill Ratio Moderating

Excerpted from the November 23 edition of Notes From the Rabbit Hole, NFTRH 318: Semiconductor Equipment Book-to-Bill Ratio Moderating Since we were the only ones (so far as I could…

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