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Posts Tagged ‘manufacturing’

China, U.S. economic data take gloss off of trade truce

Earlier this morning--11 a.m. New York time--the Standard & Poor's 500 stock index was up almost 1% on news that talks between President Donald Trump and President Xi Jinping had resulted in a trade truce and the resumption of talks aimed at ending the trade war between the two countries. But data showing weakness in […]

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Trick or trend: Crucial pivot point approaches for U.S.manufacturing

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. This week's ISM Purchasing Managers Index for manufacturing suggests that we're approaching a pivot point […]

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More signs of slower growth in industrial production, cardboard shipments, truck load volume

This morning an unexpected decline in U.S. industrial production (for March) led the parade of indicators pointing to a slowing economy. Industrial production in March fell 0.1%. This comes after a 0.1% increase in February. Economists surveyed by Briefing.com had expected a 0.2% gain in production. Capacity utilization dropped to 78.8% from 79.0% in February. […]

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Numbers on factory orders and durable goods show economy remains in not-too-strong, not-too-weak Goldilocks track

Business investment remained weak according to this mornings report on durable goods. Orders for non-defense capital goods excluding aircraft--a measure of business investment--remained weak in February, falling 0.1% for the month. However, shipments of those non-defense capital goods climbed 0.4% for the month. (It's shipments that get factored into GDP so this 0.4% increase will […]

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U.S. stocks take a beating as weak manufacturing index follows on Apple sales warning

Last night's warning from Apple that sales for the December quarter would be well below the company's earlier guidance bled into a weaker than expected reading this morning  from the Purchasing Managers Index for the Manufacturing sector. The ISM Manufacturing Index fell to 54.1 in December from 59.3 in November. Economists had forecast a reading […]

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U.S. stocks keep climbing but is the rally narrowing?

The major indexes were up today on Alphabet's (GOOG) huge quarter, reported yesterday. The Standard & Poor's 500 stock index closed ahead 0.48% and the Dow Jones Industrial Average was up 0.79% at the close. Alphabet itself finished the day with a gain of 3.53%. But there is some evidence in the earnings numbers--and particularly […]

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Economy strong in April, but not quite as strong as expansion closes in on a record

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Global manufacturing continues its strong run

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Notes You Need for August 1: Inflation, London after Brexit, auto sales, F, GM, ISM manufacturing

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Manufacturing ISM blows out projections for June

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