The recent jobs reports was so well-received by the economy and the markets that it overshadowed the good news contained in the ISM reports. My latest article on the ISM reports was lukewarm at best, but this month has more silver linings.
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
Last week I mentioned that a pullback was due, and indeed we’ve seen some market weakness this week. The 50-day simple moving average is trying to support the large, mid, and small caps at this point, but the Dow Industrials and MSCI Emerging Markets are holding up better as they are supported by their 20-day. Among the major sectors, Healthcare has actually displayed strength this week despite overall market weakness. Read more about Sector Detector: Materials, Energy, Healthcare Dominate Forward Rankings
Today’s trading began amidst a multitude of unpleasant factors. 
The recent jobs reports was so well-received by the economy and the markets that it overshadowed the good news contained in the ISM reports. 
Last week I mentioned that a pullback was due, and indeed we’ve seen some market weakness this week. The 50-day simple moving average is trying to support the large, mid, and small caps at this point, but the Dow Industrials and MSCI Emerging Markets are holding up better as they are supported by their 20-day. Among the major sectors, Healthcare has actually displayed strength this week despite overall market weakness.