Abnormal Returns

APRIL 9, 2024

(cnbc.com) Global Japan is trying to rebuild its chip manufacturing sector. wsj.com) Economy State coincident indicators show continued economic strength. ritholtz.com) The links between the stock market and economy are tenuous. nytimes.com) Russia is illegally holding Ukrainians in Crimea.

Financial Advising 253

Financial Advising Manufacturing Economy Media 253

Calculated Risk

JANUARY 3, 2024

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 47.4% From ISM: Manufacturing PMI® at 47.4% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The Manufacturing PMI® registered 47.4 A Manufacturing PMI® above 48.7 in November.

Manufacturing 56

Manufacturing Economy Management 56

Calculated Risk

MAY 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 47.1% From ISM: Manufacturing PMI® at 47.1% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The April Manufacturing PMI® registered 47.1 The PMI® was at 47.1% in March, up from 46.3%

Manufacturing 100

Manufacturing Economy Economics Management 100

Calculated Risk

FEBRUARY 1, 2024

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 49.1% From ISM: Manufacturing PMI® at 49.1% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The Manufacturing PMI® registered 49.1 A Manufacturing PMI® above 42.5 in December.

Manufacturing 51

Manufacturing Economy Economics Management 51

Trade Brains

FEBRUARY 18, 2024

Craftsman Automation : India is increasingly becoming a focal point for global manufacturing, drawing attention from boardrooms worldwide. Automotive Powertrain In Automotive Powertrain, Craftsman Automation is a top manufacturer of automotive powertrain parts. With a PE ratio of 29.1, compared to the industry’s 33.5,

Manufacturing 59

Manufacturing Engineering Pharmaceutical Government 59

Calculated Risk

DECEMBER 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 46.7% From ISM: Manufacturing PMI® at 46.7% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The Manufacturing PMI® registered 46.7 A Manufacturing PMI® above 48.7 in October.

Manufacturing 54

Manufacturing Economy Economics Management 54

Calculated Risk

DECEMBER 1, 2022

The ISM manufacturing index indicated contraction. Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The November Manufacturing PMI® registered 49 percent , 1.2 The Manufacturing PMI® figure is the lowest since May 2020, when it registered 43.5 (Posted with permission).

Manufacturing 105

Manufacturing Economy Economics Management 105

Trade Brains

SEPTEMBER 6, 2023

And now the world’s 2nd largest economy is experiencing a fall after the covid lockdown recovery. But despite this, China is still a major bilateral trade partner for many countries and a top supplier of goods (the manufacturing hub of the world). And this is not the first time China’s economy has run into trouble.

Economy 72

Economy Manufacturing Economics Investing 72

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Calculated Risk

OCTOBER 2, 2023

The ISM manufacturing index indicated contraction. Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The Manufacturing PMI® registered 49 percent in September, 1.4 The overall economy expanded weakly after nine months of contraction following a 30-month period of expansion. (A

Manufacturing 60

Manufacturing Economy Management 60

Calculated Risk

NOVEMBER 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 46.7% From ISM: Manufacturing PMI® at 46.7% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The Manufacturing PMI® registered 46.7 A Manufacturing PMI® above 48.7 in September.

Manufacturing 56

Manufacturing Economy Economics Management 56

Calculated Risk

JULY 3, 2023

The ISM manufacturing index indicated contraction. Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The June Manufacturing PMI® registered 46 percent , 0.9 Regarding the overall economy, this figure indicates a seventh month of contraction after a 30-month period of expansion.

Manufacturing 69

Manufacturing Economy Economics Management 69

The Big Picture

APRIL 9, 2024

As the charts above show, the economy on a state-by-state basis has markedly improved from Q4 2023’s softening. Since it’s been a few months, I thought we could take a quick look at the Federal Reserve Bank of Philadelphia’s State Coincident Indicators out for both January and February 2024.1 ” The 12-month change is +2.9%

Manufacturing 287

Manufacturing Banking Economy 287

Abnormal Returns

APRIL 1, 2024

(ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data. ft.com) Some positive news on the manufacturing front. nytimes.com) When living in France is a better option in retirement.

Assets 204

Assets Financial Advising Wealth Management Engineering 204

Calculated Risk

SEPTEMBER 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 47.6% From ISM: Manufacturing PMI® at 47.6% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The August Manufacturing PMI® registered 47.6 (Posted with permission). Fiore, CPSM, C.P.M.,

Manufacturing 58

Manufacturing Economy Economics Management 58

Abnormal Returns

APRIL 21, 2024

humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. npr.org) Economy Why wealth inequality is growing. (microcapclub.com) No portfolio strategy is perfect. rogersplanning.blogspot.com) Financial trends reverse just when they seem inevitable. theatlantic.com) How success is changing Novo Nordisk ($NVO).

Financial Advising 245

Financial Advising Taxes Communication Manufacturing 245

Calculated Risk

JUNE 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 47.1% From ISM: Manufacturing PMI® at 47.1% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The May Manufacturing PMI® registered 46.9 The PMI® was at 46.9% in May, down from 47.1%

Manufacturing 66

Manufacturing Economy Economics Management 66

Calculated Risk

SEPTEMBER 1, 2022

The ISM manufacturing index indicated expansion. From ISM: Manufacturing PMI® at 52.8% From ISM: Manufacturing PMI® at 52.8% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The August Manufacturing PMI® registered 52.8 (Posted with permission). The PMI® was at 52.8%

Manufacturing 75

Manufacturing Economy Economics Management 75

Abnormal Returns

OCTOBER 6, 2023

bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. calculatedriskblog.com) Manufacturing investment is booming. (outsideonline.com) If you are reading this you are helping generate carbon emissions. semafor.com) More clothes retailers are eliminating free returns.

Financial Advising 251

Financial Advising Medical Economy Retail 251

Calculated Risk

APRIL 3, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 46.3% From ISM: Manufacturing PMI® at 46.3% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The March Manufacturing PMI® registered 46.3 (Posted with permission). The PMI® was at 46.3%

Manufacturing 64

Manufacturing Economy Economics Management 64

Abnormal Returns

FEBRUARY 22, 2024

(investmenttalk.co) AI Intel ($INTC) is set to manufacture AI chips for Microsoft ($MSFT). wsj.com) Economy Still no sign of an uptick in weekly initial unemployment claims. bonddad.blogspot.com) How lower income households are faring in this economy. arstechnica.com) We really don't want AI to train on its own output.

Financial Advising 202

Financial Advising Economy Manufacturing Media 202

Calculated Risk

MARCH 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 47.7% From ISM: Manufacturing PMI® at 47.7% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The February Manufacturing PMI® registered 47.7 (Posted with permission). in January.

Manufacturing 60

Manufacturing Economy Economics Management 60

Abnormal Returns

APRIL 25, 2024

No matter their manufacturer, nearly all future EVs in America will rely on Tesla." klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% (collabfund.com) Expect to see some overconfidence tonight in Detroit. seeitmarket.com) There's no return without risk. theatlantic.com) Tesla ($TSLA) needs a full-time CEO.

Accounting 144

Accounting Consulting Financial Advising Valuation 144

Carson Wealth

AUGUST 25, 2023

Some people were convinced that the economy was in trouble and recession was inevitable. The economy has rebounded, and the stock market is performing really well. Guess the Economy Didn’t Get the Memo appeared first on Carson Wealth. Over the last year or so, we’ve all heard the chatter over an impending recession.

Economy 52

Economy Manufacturing Investing Investments 52

Calculated Risk

AUGUST 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 46.4% From ISM: Manufacturing PMI® at 46.4% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The July Manufacturing PMI® registered 46.4 (Posted with permission). The PMI® was at 46.4%

Manufacturing 40

Manufacturing Economy Economics Management 40

Calculated Risk

NOVEMBER 1, 2022

The ISM manufacturing index indicated expansion. From ISM: Manufacturing PMI® at 50.2% From ISM: Manufacturing PMI® at 50.2% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The October Manufacturing PMI® registered 50.2 (Posted with permission). The PMI® was at 50.2%

Manufacturing 51

Manufacturing Economy Economics Management 51

Trade Brains

JULY 8, 2022

How often do you come across industries that are extremely vital for the economy but are often underrated from an investment perspective? One such industry is the Rubber Manufacturing Industry. In this article, we take a closer look at the rubber manufacturing industry and also the best stocks in the rubber manufacturing industry.

Manufacturing 52

Manufacturing Economy Pharmaceutical Sales 52

Calculated Risk

FEBRUARY 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 47.4% From ISM: Manufacturing PMI® at 47.4% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The January Manufacturing PMI® registered 47.4 (Posted with permission). in December.

Manufacturing 51

Manufacturing Economy Management 51

Abnormal Returns

MARCH 20, 2024

(entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 179

Financial Advising Startup Valuation Economy 179

MarketWatch

APRIL 4, 2023

job openings in February fell to a 21-month low, while orders for manufactured goods fell for the third time in the past four months. stock indexes fell on Tuesday, with the Dow and S&P 500 both snapping a 4-session win streak, as economic data showed more signs of a sputtering U.S. Investors were eyeing less robust economic data out Tuesday.

Economy 75

Economy Manufacturing Economics Numbers 75

Abnormal Returns

DECEMBER 31, 2023

nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. (marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. bbc.com) Belarus is complicit in the abduction of Ukrainian children.

Financial Advising 220

Financial Advising Medical Economy Economics 220

Mish Talk

DECEMBER 1, 2022

A Big Trucking Red Flag Composite PMI Manufacturing Has Peaked This Cycle. ISM data provides strong evidence that Manufacturing Has Peaked This Cycle The only major component of the Manufacturing PMI ® not in contraction is production. One way or another and perhaps both, there is huge problem somewhere. Thanks for Tuning In!

Manufacturing 208

Manufacturing Retail Economy Economics 208

Abnormal Returns

NOVEMBER 12, 2023

ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. ft.com) How this manufacturer is making a four-day workweek work. (politico.com) Why the U.S. doesn't have legalized prediction markets. statnews.com) Winners and losers in the WeWork bankruptcy. npr.org)

Financial Advising 220

Financial Advising Economics Economy Manufacturing 220

Calculated Risk

AUGUST 1, 2022

The ISM manufacturing index indicated expansion. From ISM: Manufacturing PMI® at 52.8% From ISM: Manufacturing PMI® at 52.8% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The July Manufacturing PMI® registered 52.8 The PMI® was at 52.8% in July, down from 53.0%

Manufacturing 44

Manufacturing Economy Economics Management 44

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 186

Economics Marketing Marketing Valuation 186

Abnormal Returns

JANUARY 21, 2024

apparel manufacturers are facing new competitive pressure. theatlantic.com) Economy Americans are pretty happy with their own finances. (wsj.com) Policy Noah Smith, "U.S. industrial policy is running into at least three big sets of problems." noahpinion.blog) U.S. crr.bc.edu) Why would states turn down funds for child nutrition?

Financial Advising 172

Financial Advising Economy Manufacturing Media 172

MarketWatch

JUNE 23, 2023

manufacturing-sector data and a spate of European central bank interest-rate hikes from Thursday. It has a lag time of six to 12 months or beyond, and the economy can take a while to make big turns. If the global economy falls, the U.S. Spencer Platt/Getty ImagesOne of the bond market’s most reliable gauges of impending U.S.

Economy 75

Economy Marketing Marketing Banking 75