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Manufacturing Has Peaked This Cycle, 8 of 11 ISM Components in Contraction

Mish Talk

Please consider the November 2022 Manufacturing ISM ® Report On Business ® “Manufacturing contracted in November after expanding for 29 straight months. Order backlogs, prices and now lead times are declining rapidly, which should bring buyers and sellers back to the table to refill order books based on 2023 business plans.”

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Monday links: big lessons

Abnormal Returns

production plans. finance.yahoo.com) Global With a rate hike in the books, is Japan's economy finally normalizing? bloomberg.com) Economy The employment economy is humming along. bonddad.blogspot.com) Where the manufacturing economy stands. on.ft.com) European companies are coming around to stock buybacks.

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Friday links: advanced planning

Abnormal Returns

axios.com) Manufacturing employment has stopped going down. collabfund.com) Economy Canada is adding jobs across all sectors. (etf.com) Work The construction industry is facing a secular shortage of workers. washingtonpost.com) High child care costs are preventing some people from returning to work.

Planning 180
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Monday links: attention as an asset class

Abnormal Returns

(theverge.com) Generative AI search engine Perplexity is planning to start selling ads. 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. adweek.com) Who is liable when AI goes wrong?

Assets 198
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Fundamental Analysis Of Shakti Pumps – Financials, Future Plans & More

Trade Brains

The core sectors of the economy, such as agriculture, infrastructure, and building services, constantly require pumps, which facilitates the growing importance of the pump sector in the country. Segment Analysis SPIL is mainly engaged in the business of manufacturing various types of pumps and motors. for solar pump installation.

Planning 111
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Craftsman Automation: A Strategic Analysis of India’s Manufacturing Pioneer

Trade Brains

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,

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Thursday links: analysts and accountants

Abnormal Returns

No matter their manufacturer, nearly all future EVs in America will rely on Tesla." semafor.com) Finance The FMX Futures exchange is planning to take on the CME ($CME) in interest rate futures. klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% seeitmarket.com) There's no return without risk.