In one of my recent articles based on the ISM reports, I used lagged linear regressions to derive at a group of stocks that should perform well in a variety of markets and especially well under rising ISM indexes (picking stocks based on the Read more about 17 Stock Picks Based on Michigan Inflation Expectation Index

Overall, the ISM reports brought in good but not great news; however they were overshadowed by the poor jobs report of last week. Read more about A Macro View: 9 + 17 Stocks for a Rising ISM Index

The recent release of the PPI index, and specifically the core PPI, has sparked some interest into how it relates to stock market returns. Calafia Beach Pundit thinks that the PPI inflation of 3.5% points to higher yields ahead. Read more about Potential Stock Picks Based on PPI Index

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

While the newest ISM reports did not indicate the start of a double-dip recession, both reports were weaker than expected. Read more about Macro View: ISM Downer, Economy Still Struggling

The reports on business by the Institute of Supply Management (ISM) showed overall positive news, even with a marginally lower headline NMI for the non-manufacturing sectors by 0.3% to 53%. Read more about A Macro View: ISM September, Trends Ending, Now What

While the markets had bigger worries than the little ISM reports, both headline numbers of the reports were above consensus expectations. The PMI for manufacturing was three tenths lower than last months number at 50.6%, but well above the consensus of 48.5 which was expecting a drop of almost 2 1/2 points. Read more about A Macro View: ISM Trends, Friends or Foes