Advisor Perspectives

JUNE 2, 2025

The Institute for Supply Management (ISM) manufacturing purchasing managers index (PMI) came in at 48.5 manufacturing for a third straight month. in May, indicating contraction in U.S. The latest reading was below the forecast of 49.3.

Manufacturing

Calculated Risk

JANUARY 15, 2025

Manufacturing decreased slightly on net, and a number of Districts said manufacturers were stockpiling inventories in anticipation of higher tariffs. Construction employment increased slightly, while manufacturing employment was flat. Contacts in several service industries, notably healthcare, continued to see job growth.

Economics

Advisor Perspectives

MAY 27, 2025

The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for May. The general business activity index rose nearly 21 points, its largest monthly increase since 2020, but remained in negative territory at -15.3. This marks the fourth straight month of worsening business conditions.

Manufacturing

Calculated Risk

FEBRUARY 14, 2025

percentage point to total IP growth following the earlier resolution of a work stoppage at a major aircraft manufacturer. Manufacturing output declined 0.1 In January, gains in the output of aircraft and parts contributed 0.2 percent in January, held down by a 5.2 percent decrease in the index for motor vehicles and parts.

Manufacturing

Calculated Risk

APRIL 23, 2025

Manufacturing was mixed, but two-thirds of Districts said activity was little changed or had declined. Loan demand was flat to modestly higher, on net. Several Districts saw a deterioration in demand for non-financial services. Transportation activity expanded modestly, on balance. The energy sector experienced modest growth.

Economics

Calculated Risk

JUNE 21, 2025

For manufacturing, the June Richmond and Kansas City Fed manufacturing surveys will be released. 10:00 AM: Richmond Fed Survey of Manufacturing Activity for June. 11:00 AM: the Kansas City Fed manufacturing survey for June. The National index was up 3.4% year-over-year in March. 9:00 AM: FHFA House Price Index for April.

Manufacturing

Calculated Risk

JULY 19, 2025

For manufacturing, the July Richmond and Kansas City Fed manufacturing surveys will be released. -- Monday, July 21st -- No major economic releases scheduled. -- Tuesday, July 22nd -- 8:30 AM: Speech Fed Chair Jerome Powell , Opening Remarks , At the Integrated Review of the Capital Framework for Large Banks Conference, Washington, D.C.

Manufacturing

Calculated Risk

JULY 12, 2025

For manufacturing, the June Industrial Production report and the July New York and Philly Fed manufacturing surveys will be released. -- Monday, July 14th -- No major economic releases scheduled. -- Tuesday, July 15th -- 8:30 AM: The Consumer Price Index for June from the BLS. 8:30 AM: the Philly Fed manufacturing survey for July.

Retail

Calculated Risk

MARCH 5, 2025

Manufacturing activity exhibited slight to modest increases across a majority of Districts. Contacts in manufacturing, ranging from petrochemical products to office equipment, expressed concerns over the potential impact of looming trade policy changes. Vehicle sales were modestly lower on balance.

Economics

Calculated Risk

MARCH 15, 2025

For manufacturing, the February Industrial Production report and the March NY and Philly Fed manufacturing surveys will be released. -- Monday, March 17th -- 8:30 AM: Retail sales for February is scheduled to be released. 8:30 AM: The New York Fed Empire State manufacturing survey for March. The consensus is for a 0.7%

Retail

Calculated Risk

JULY 14, 2025

Also at 8:30 AM, The New York Fed Empire State manufacturing survey for July. The consensus is for a 0.3% increase in CPI, and a 0.3% increase in core CPI. The consensus is for CPI to be up 2.6% year-over-year and core CPI to be up 2.9% The consensus is for a reading of -10.1, up from -16.0.

Manufacturing

Calculated Risk

JUNE 23, 2025

At 10:00 AM, Richmond Fed Survey of Manufacturing Activity for June. . • Also at 9:00 AM, FHFA House Price Index for April. This was originally a GSE only repeat sales, however there is also an expanded index. • Also at 10:00 AM, State Employment and Unemployment (Monthly) for May 2024.

Financial Services

Calculated Risk

APRIL 3, 2025

The ISM manufacturing employment index decreased to 44.7%, down from 47.6% This would suggest about 50,000 jobs lost in manufacturing. The ADP report indicated 21,000 manufacturing jobs added in March. ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires).

Manufacturing

Calculated Risk

JULY 16, 2025

Also at 8:30 AM, the Philly Fed manufacturing survey for July. The consensus is for initial claims to increase to 235 thousand from 233 thousand last week. Also at 8:30 AM, Retail sales for June is scheduled to be released. The consensus is for a 0.2% increase in retail sales. The consensus is for a reading of -0.5, up from -4.0. •

Retail

Advisor Perspectives

MAY 28, 2025

Fifth district manufacturing activity slowed in May, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index rose four points this month to -9 after falling nine points in April. This month's reading was consistent with the forecast.

Manufacturing

Calculated Risk

APRIL 21, 2025

30 year fixed 6.98% ] emphasis added Tuesday: At 10:00 AM ET, Richmond Fed Survey of Manufacturing Activity for April. Mortgage rates jumped fairly sharply today, with the average lender moving up from 6.87% to just under 7.00% for top tier 30yr fixed scenarios. [

Manufacturing

Calculated Risk

JUNE 14, 2025

For manufacturing, Industrial Production, and the NY and Philly Fed manufacturing surveys, will be released this week. The FOMC meets on Tuesday and Wednesday, and rates are expected to be unchanged. -- Monday, June 16th -- 8:30 AM: The New York Fed Empire State manufacturing survey for June. up from -4.0 last month.

Retail

Trade Brains

JUNE 24, 2025

Overview of Sambhv Steel Tubes Limited Sambhv Steel Tubes Limited was established in 2017 and is a key Indian manufacturer of electric resistance welded (ERW) steel pipes and structural tubes. Its manufacturing facility is located in Sarora, Raipur, Chhattisgarh, benefiting from proximity to abundant raw materials.

Manufacturing

Abnormal Returns

DECEMBER 2, 2024

awealthofcommonsense.com) The November ISM manufacturing index remains weak-ish. (hollywoodreporter.com) 'Moana 2' just had the biggest five-day opening in history. sherwood.news) Economy Bubbles often leaving interesting stuff behind. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: loving clients' problems.

Communication

Calculated Risk

JUNE 28, 2025

Other key reports include the June ISM Manufacturing survey, June Vehicle Sales and the Trade Deficit for May. -- Monday, June 30th -- 9:45 AM: Chicago Purchasing Managers Index for June. The key report scheduled for this week is the June employment report to be released on Thursday. The consensus is for the ISM to be at 48.8, up from 48.5

Manufacturing

Calculated Risk

FEBRUARY 8, 2025

For manufacturing, the January Industrial Production report will be released this week. The key reports this week are January CPI and Retail sales. 10:00 AM: Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.

Retail

Abnormal Returns

APRIL 8, 2025

disciplinefunds.com) Alex Tabarrok, "Ensuring a robust manufacturing sector depends on sound domestic policies, innovation, and workforce development, rather than trying to devalue the currency or curtail trade." marginalrevolution.com) Tariffs alone won't bring manufacturing back to the U.S.

Manufacturing

Calculated Risk

JANUARY 9, 2025

The ISM manufacturing employment index decreased to was at 45.3%, down from 48.1%. This would suggest about 45,000 jobs lost in manufacturing. The ADP report indicated 11,000 manufacturing jobs lost in December. The ISM services employment index decreased to 51.4% from 51.5%.

Manufacturing

Discipline Funds

MAY 28, 2025

Each of the last few recessions resulted in fewer and fewer manufacturing jobs. Yes, it will make us better off in the long-run, but if you think the politics around things like lost manufacturing jobs are bad, just wait until AI comes for the white collar jobs. The next recession is going to be a labor market shocker.

Government

Calculated Risk

MAY 1, 2025

The ISM manufacturing employment index 46.5%, up from 44.7% This would suggest about 40,000 jobs lost in manufacturing. The ADP report indicated 4,000 manufacturing jobs added in April. ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). the previous month.

Manufacturing

Trade Brains

JULY 13, 2025

GE Vernova T&D India Limited was established in 1957 and is engaged in engineering, manufacturing, and supplying power transmission and distribution equipment, digital solutions, and turnkey grid infrastructure projects for utilities and industries across India and globally. The net profit has also grown by 181.82 percent, from Rs.

Manufacturing

Trade Brains

JUNE 14, 2025

Firodia and is an Indian multinational automotive manufacturer specializing in commercial vehicles, multi-utility vehicles, and automotive components. It manufactures and markets glass containers, PET bottles, and packaging solutions for beverages, pharmaceuticals, cosmetics, and other industries. The net profit has also grown by 210.71

Manufacturing

Trade Brains

JULY 6, 2025

Welspun Corp Welspun Corp Limited, headquartered in Mumbai, India, is one of the largest manufacturers of large-diameter pipes globally. The company also manufactures BIS-certified Steel Billets, TMT Rebars, Ductile Iron Pipes, Stainless Steel Pipes, Tubes, and Bars. Lumax Auto Lumax Auto Technologies Ltd.

Manufacturing

Validea

NOVEMBER 26, 2024

Currently, fewer than 70 companies have achieved this milestone, spanning industries from healthcare to consumer goods to industrial manufacturing. To earn this title, a company must raise its dividend payments every year for at least 25 years straight.

Healthcare

Abnormal Returns

FEBRUARY 20, 2025

calculatedriskblog.com) A pullback in the IRA could see a fall in manufacturing construction. (theatlantic.com) How the rest of the world could view America differently. axios.com) Economy Weekly initial unemployment claims are hanging in there. nytimes.com) Earlier on Abnormal Returns Longform links: an uncertain future.

Startup

Calculated Risk

MAY 15, 2025

From the Fed: Industrial Production and Capacity Utilization Industrial production (IP) was little changed in April as declines in manufacturing and mining output were offset by growth in utilities output. The index for manufacturing decreased 0.4 In April, manufacturing output excluding motor vehicles and parts decreased 0.3

Manufacturing

Calculated Risk

JANUARY 27, 2025

Also at 10:00 AM, Richmond Fed Survey of Manufacturing Activity for January. This is the last of the regional Fed manufacturing surveys for January. The National Index was up 3.6% YoY in October and is expected to be up about the same in November. At 10:00 AM, State Employment and Unemployment (Monthly) for December 2024

Manufacturing

Calculated Risk

AUGUST 9, 2025

For manufacturing, the August NY Fed survey, and the July Industrial Production report will be released. -- Monday, August 11th -- No major economic releases scheduled. -- Tuesday, August 12th -- 6:00 AM ET: NFIB Small Business Optimism Index for July. The key reports this week are July CPI and Retail Sales. down from 5.5.

Retail

Trade Brains

JULY 19, 2025

Pennar Industries Limited was incorporated in 1975 in Hyderabad and is engaged in manufacturing specialized and engineered metal products such as cold rolled steel strips, precision tubes, railway wagons, auto components, and pre-engineered building systems, serving infrastructure, automobiles, power, and construction sectors across India.

Electronics

Trade Brains

AUGUST 10, 2025

Rama Phosphates Limited was established in 1984 and is a prominent Indian company engaged in manufacturing phosphatic fertilizers, primarily Single Super Phosphate (SSP) in both powder and granule forms. The company manufactures and sells specialty and commodity chemicals in India and internationally. 2 crore in Q1 FY25 to Rs.

Pharmaceutical

Calculated Risk

DECEMBER 19, 2024

Also at 8:30 AM, the Philly Fed manufacturing survey for December. At 11:00 AM, the Kansas City Fed manufacturing survey for December. The consensus is for a reading of 2.2, up from -6.0. At 10:00 AM, Existing Home Sales for November from the National Association of Realtors (NAR). The consensus is for 3.97 million SAAR, up from 3.96

Sales

Calculated Risk

JUNE 25, 2025

At 11:00 AM: the Kansas City Fed manufacturing survey for June. This is a composite index of other data. • At 10:00 AM: Pending Home Sales Index for May. The consensus is for a 0.1% increase in this index. • During the Day: Census Bureau releases the Vintage 2024 Population Estimates

Sales