The MacroView has discussed the Institute for Supply Management (ISM) reports and explored the relationships between the reports and the general health of the economy over the last two years. After first exploring the December reports, this post will explore a new area of research along with some stock suggestions related with the ISM research. Read more about A Macro View: ISM Good Along with Lovers and Haters Picks
Eventually these the negative news surprises will have supplied the bears with all the nutrients they need to roar back to life. Last week, David Brown noted that the markets were thinking “What? Me worry?” over the triple whammy of bad news from housing, business conditions, and consumer confidence. Read more about A Macro View: Berries for the Bears--May ISM Reports
THE BANKS MUST BE RESTRAINED, AND THE FINANCIAL SYSTEM REFORMED, WITH BALANCE RESTORED TO THE ECONOMY, BEFORE THERE CAN BE ANY SUSTAINED RECOVERY - Jesse
The U.S. and much of the world's manufacturing base has maintained its growth this last month with many growing at a faster rate-- like the U.S. Out of the list, only Greece and Australia are contracting. Last month, Japan changed from contracting to expanding with the index jumping 3.1 to 51.4%. Read more about A Macro View: January's ISM Report; Much of the Same but More of It